How do I import contacts from other platforms?
Export the database from the other tool as a CSV file and import it into Clickmax:
- Prepare the CSV with one column per field (name, email, phone and so on).
- Go to Contacts and choose the import option.
- Upload the CSV file.
- Map each column in the file to the matching contact field.
- Optionally assign a tag or list to the imported contacts, then finish.
Related
If it didn't work
- The import doesn't recognise the columns: review the mapping and confirm the first row of the CSV holds the column names. See Import contacts.
- You have reached your plan's maximum number of contacts: see Contact limit.
- Other questions about your contact database: see the frequently asked questions.