Import your business and personal contacts from various sources into SpinOffice CRM. Which sources are available? See the options below.
You will find the import options within your Home Dashboard, then within the Recent Contacts widget the hamburger icon, menu option the Import contacts. The same import options can also be found within the Contacts screen, then the menu option Extra -> Import -> Contacts.
All imported contacts instantly end up neatly in your contact list.
This option is available for Mac users only. Once you click on the button, SpinOffice imports all your contacts including their contact details. On the mobile iOS app, the option is in right top corner.
Office 365 Contacts:
At the touch of a button all contacts, including contact details, addresses and notes are imported into your CRM. You connect your Office 365 account once and SpinOffice does the rest! All your contacts from Office 365 instantly end up neatly in your contact list.
From .CSV or .XLS file:
Select the option ‘.CSV, .XLS or .XSLX format’ and upload your data file from your local computer. You only have to make a match between the data from the Excel columns and the proper field in SpinOffice. SpinOffice helps you as much as possible in this process. This way we make it a simple and convenient step.
Please define the contact type too. If not defined they will all get the contact type 'Import' in SpinOffice. It is possible to mass change this afterwards in case it should be different.
Note: Use for import of the country field into SpinOffice the two-letter ISO country code in your Excel file. For a complete list of all codes: https://countrycode.org.
In the Pro version you're able to connect Mailchimp by providing a Mailchimp API Key and pick a mailing list to import.