WP-CRM System

Customer Relationship Management Built For WordPress

Import Contacts

If you are migrating to WP-CRM System from another CRM, or even if you kept track of your contacts using an old-fashioned spreadsheet you can easily import them into your WP-CRM System.

Imports are done by uploading a CSV file with the appropriate information for each contact.

Import and export information to custom fields created with our Custom Fields extension.

Easily export your records with one click!

Requirements:

  • Self-hosted WordPress website (version 3.3 or higher). Will not work on WordPress.com sites.
  • WP-CRM System plugin installed and activated (strongly recommended to update to the latest version).

Changelog

  • 2.2.3
    • Update: File format prevented plugin from activating correctly in some instances.
  • 2.2.2
    • Update: Software licensing script updated to avoid conflicts with other plugins.
  • 2.2.1
    • New: Extended export class to include custom fields (if available) from our Custom Fields extension.
  • 2.2.0
    • New: Import custom fields from our Custom Fields extension.
  • 2.1.1
    • Added contact ID to export file
  • 2.1.0
    • New exporter functionality is extendable to allow for custom export plugins. Create your own plugin to export the fields that are important to you, including custom fields.
  • 2.0.6
    • Corrected output of export files to account for empty values.
  • 2.0.5
    • Updated translation files
  • 2.0.4
    • Bug fixes for the license key and update checks.
    • Updated for compatibility with WP-CRM System version 2.1
  • 2.0.3
    • Update: Improved exports with Titles of associated records in addition to the record's ID number.
  • 2.0.2
    • Bug fix: Exporting would create errors if certain fields were not completed.
    • Update: Improved plugin update script.
  • 2.0.1
    • Minor update to incorporate developer hook on WP-CRM System Dashboard.
  • 2.0.0
    • Update to add WP-CRM System v2.0.0 compatibility
  • 1.2.0
    • Now includes an exporter to easily export all of your records into a CSV file.
  • 1.1.3
    • Corrected German translation files.
  •  1.1.2
    • German Translation submitted by Michael Pekic.
  •  1.1.1
    • Update for compatibility with WP-CRM System core version 1.1.7 to include new allowed name prefixes.
  •  1.1.0
    • Included ability to assign contacts to categories
  •  1.0.1-1.0.2
    • Minor bug fixes
  •  1.0
    • Initial Release