Import (Upload) a Contact Database

Modified on Mon, 11 Mar at 2:24 PM

If you have a contact database that you want to upload into the @realty CRM you will need collate the Contacts into .CSV file. (What is a .CSV file?)

The .CSV file will need to be in a particular format. Download the template below to use as a guide.

It is critical that the file is in this format, otherwise there will be errors in the import.

Once you have formatted the .CSV file, email for assistance with the upload.

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