I just started using iMaxCRM and one of the first things that I needed to do was to import my contacts.  In the past I have use MailChimp for a mailing list since I now am using iMaxCRM I thought that I would help newbie’s like myself in getting started.

Step 1:

Login to iMaxCRM by going to https://www.imaxcrm.com/login.html

iMaxCRM How To Import Contact

Step 2:

Click on the Contacts button in your dashboard

iMax Contact block

Step 3:

After clicking on the Contact button click on the Import button

iMax CRM Contacts page

Step 4:

After clicking on the import button you will see this page:

Step 5:

Click on the Browse button a new window will pop up and then select your .csv file from your computer.  If you have an Excel spreadsheet then make sure you save your document as a .csv file

Make sure that Create new records is checked and in the Unique Field I used Contact click the next button when done.

Step 6:

Now you will be brought to the Field Map Section. It is really helpful to open your csv file in excel so that you can select the correct field that you are mapping.

 

Make sure that you select the correct column for each field.  At the bottom leave Normal selected and Create new picklist items during import box is checked.

Click on the Submit button

You will now see this upon success, if there is a failure you will receive and error here.  Most of the time it is a mapping issue.

After the import you will now see your contact:

From here I want to add all of these emails into the drip system