Transfer Contacts from an Exported Spreadsheet into the Command Contact Import Template

When using the Command Contact Import Template, you need to take the contacts from an exported spreadsheet and manually move them to the blank Command template.

You can transfer contacts from any customer relationship management (CRM) system that exports contacts into a spreadsheet with the .CVS format.

You can also synchronize your contacts using PieSync, see Synchronize Your Contacts With PieSync.

The following CRM systems have export capabilities:

• CINC (Commissions Inc.) - Follow the Export Contacts from CINC procedure to export your contacts from CINC.

• BoomTown - Log in to BoomTown Support to see the support article about how to export your contacts (you need to be logged in to access the article) to a .csv file.

• Brivity - Follow the Export Contacts procedure to export your contacts from Brivity.

• eEdge - For more information, see Export eEdge Contacts.

• Follow Up Boss - Follow the Exporting Contacts procedure to export your contacts from Follow Up Boss.

• Real Geeks - Follow the Exporting Leads procedure to export your contacts from Real Geeks.

• Top Producer - Follow the How to Export Contacts from Top Producer procedure to export your contacts from Top Producer.

To transfer the contacts from an exported spreadsheet to the Command Contact Import Template spreadsheet, complete the following steps:

1. Open the two spreadsheets side-by-side. For more information on how to download the Command Contact Import Template, see Import Contacts.

2. On your export file, select the cell of the first contact (not the column title).

3. Scroll to the cell of the last contact in the same column.

4. While holding the Shift key, on your keyboard, select the last cell in that same column. This will select every cell in that column.

5. Copy the selected cells.

6. On the Command Contact Import Template, select the first empty cell, in the corresponding column, and paste the cells.

   This transfers the information from that column, into the Command Contact Import Template. Follow these steps to transfer each column of information into the the blank template.

   Note

   If you are entering a Postal Code that begins with a zero, you must format the cells to display as text fields (Excel and Numbers removes the first zero otherwise).

7. Fill in any additional information, then save the Command Contact Import Template as a .CSV file to a designated location.