CRM Contact Import
Import contacts from your CRM export. Duplicate companies and contacts are merged automatically. Phone numbers are normalized. Incomplete records are flagged for review.
1
Prepare Database2
Upload File3
Preview & Confirm4
CompletePrepare the Database
This step adds the new CRM fields to the database — customer type, lead status, priority, estimated annual volume, product interest, territory regions, and tag tables. It's safe to run multiple times.