Some of you may be wondering "OK, I get that I can import my contacts from my CRM or email program into Ace of Sales, which is fantastic! But HOW exactly do I do that?"
The key is to make sure the Contacts file you get from your CRM or email program is exported into the right format as a CSV (comma separated values) file from the get-go. Follow these steps:
First – Export from Outlook 1. Go to File > Import and Export > Export to a File. Click Next. 2. Select "Comma Separated Values (Windows)". 3. Choose the Contacts folder and click Next. 4. Select where to save the CSV file (preferably your desktop) and rename the file or use the name Outlook fills in for you (the part of the file name between the "" and ".csv"). 5. Click Next and then click Finish.
Then – Import into Ace of Sales 1. In Ace of Sales, click Contacts, then click "Import Contacts". 2. Choose "Generic CSV or vCard". 3. Click "Choose File" and select the file you just exported from Outlook. Click Continue. 4. Choose to import your contacts into a Group, or just import them straight into your main Contacts list. Click Continue. 5. Map your columns to Ace of Sales columns. 6. Click Import.
Common problems with importing are that an email address may be in an incorrect format, like not contain an "@" symbol, or first and last names were not placed into separate columns in the original CSV file
If you have any problems, contact firstname.lastname@example.org or call 800-865-7496. We're happy to help!