Importing Contacts into your Elevate CRM platform first requires you to log-in to your account. Once logged in, look on the left-side of your screen in the navigation panel for an option 'Create Contact' as seen below and click this option:
Once you're on this next page click the option at the top titled 'CSV Import'
Clicking the button above will bring you directly to a page called 'Import Contacts' where you have the choice to import a file from your computer (specifically a .CSV file).
***Be sure to type a 'File Name' in for your file before clicking 'Upload'***
As seen above, click 'Choose a file', locate the file within your computer, and lastly click 'Upload File' to upload this .CSV file. This is the final step unless you were looking to import from an existing address book! See steps below in regards to importing contacts from your e-mail.
Importing Contacts from Address Books:
If you were interested in importing contacts from your e-mail address books such as Gmail, Yahoo, Outlook, iCloud, etc. you would click the 'Import Contacts' button:
Click on the address book that you'd like to upload and you will be prompted to log-in to your account (unless you're already logged in on your browser). Note: Be sure to disable your pop-up blocker for this step, otherwise you won't see any action from your click.
Once you log in to your account then you click 'Click Here to Authenticate' to finalize your import from your address book(s).
That's all there is to it! If you still have more questions, be sure to peruse our other articles and videos. If you still don't find an answer don't hesitate to reach out to our support team. We're here to help!