Bring your contacts in from any CRM, Compass or Follow Up Boss. You review everything before anything is saved.
Imports are in beta. We are still refining them. If something looks off, contact support and we will help.
Open Import & export (Settings, then Import & export under Business), and click Contacts.
Export your contacts as a CSV file with a header row, and drop it in.
If the file's headers are not recognized, choose which MyOps field each column goes to, or Don't import.
On Review values, check how people, sources and companies were matched, and change any that are wrong.
On Preview, check the contacts to add. For anyone who looks like a contact you already have, choose Skip it or Add as a new contact. Held rows are not imported.
Click Import. It runs in the background, so you can close the page.
Name, email, phone, address, birthday, source, assigned agent and company come in. Tags and stages do not.
Nothing is saved until you confirm on the last step.
If an import was a mistake, contact support. We can take back what it added, as long as nothing was edited since.
Owners, Global Admins and Admins.
