Import & Export (5)

How do I import a group of contacts?

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, the 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. Apple Contacts 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 the right top corner. Apple 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. Excel 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 also the Contact type. If not defined they will all get the contact type 'Import' in SpinOffice. It is possible to mass change this afterward 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.

How do I import my contacts from Gmail?

Follow the steps below to have a successful import of your Gmail contacts: Go to your contact list in Gmail. Click on the ‘More’ button and then ‘Export’. Choose export format ‘Google CSV’ and click on ‘Export’. Your file will be downloaded to your computer. Keep in mind where it is placed. Open Microsoft Excel en choose a new sheet. Choose menu item ‘Data’ and select ‘Import external data > text’. Choose the Gmail .CSV file. As file type, you select ‘Separate’ and click on ‘Next’. As a separator, you select ‘Comma’. Click on ‘Next’ and ‘Finish’. Open the data file in Excel or Numbers. Remove errors and weird punctuation like these * :::. Save the file in a place you can remember in a minute. Open your SpinOffice. Go to Extra -> Import -> Contacts -> .CSV, XLS or .XLSX format Browse the file on your computer and select it. SpinOffice will show you what it found as data. You only have to match your columns with the SpinOffice format. We help you with the matching. To have a successful match, the fields' first name, surname, and email address have to be filled. SpinOffice guides you through the matching process and gives you a signal when you can implement the import. This way we help you, we prevent failures in your data, and you keep your database clean and up to date!

How do I import contacts from Mac Address book?

Contacts from your Mac Address Book can easily be imported into SpinOffice. Go to the menu option Extra -> Import -> Contacts. Click on the Mac Contacts icon. SpinOffice will automatically start importing all your Mac Contacts. A progress bar is shown. Please wait approximately 10 seconds while all your Apple contacts are imported. Please note that we only give you the option to import them all, so not individual Mac contacts. All imported Mac contacts will get the contact type “Personal Contacts”. To have them in sync on your iPhone and iPad: Go to the menu option Administration -> User settings -> Synchronization and enable a CardDAV sync account. A manual on how to enable the account on your devices is instantly sent to you. Do you have many duplicates after importing your Mac contacts? Then it's better to import your Mac contacts via Excel instead of the fast import. Follow the steps here to import them without duplicates.

How to convert Mac Address Book vCards to Excel / CSV in order to import them in SpinOffice

Go to the Mac Contacts application on your local machine Select all contacts that you have there via 'Cmd+A' Drag the selection to your desktop It becomes a collective vCard file Go to this online tool: Online vCard Converter Upload the collective vCard file Select Format CSV, Comma, and tick 'Add header line' Unicode is okay Click on 'Convert' The file will be in your Downloads folder The file is now ready to import into SpinOffice. Open SpinOffice and go to the menu option Extra, Import, Contacts, CSV, XLS format, and upload the new CSV file. Start the matching process of Excel columns and SpinOffice fields, and when done, you're ready to bring them all into your CRM system!

How can I export my contacts?

There are two ways to export your contacts: exporting all contacts or exporting a filtered group of contacts. We will discuss both options. Exporting all contacts Go to the contacts screen. Click on the main menu in the top left and choose the option Export contacts. All contacts will be exported to Excel, including all contact information, info fields, and labels. Exporting a filtered group of contacts First, determine the criteria by which you want to export your contacts. This can be based on a contact type, label, or contact field. Then create your filter. This can be done in several ways. Click Filter contacts at the top of the screen, or choose one of the filter options within the contact widget on the right-hand side. Whichever option you choose, SpinOffice will indicate what you want to filter by: If you choose Filter contacts, you can create your selection criteria; for example, "company name is...", or "contact type is...", or "postal code contains...". If you choose one of the filter options within the contact widget, all contacts will be filtered using the same value. Apply the desired filter. As an example, we will choose the label hot prospects to send a mailing to. All contacts will be displayed where your contacts normally appear. See below. All 12 hot prospects are shown: Then click on Mass actions at the top of the screen: Choose Export contacts. All filtered contacts will be exported to Excel, including all contact information, info fields, and labels.