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Importing contacts and leads

You can import contacts and leads into NexJ CRM.

If you are importing contacts, you must create an import package containing one or more CSV files, as well as information mapping the data in the file to the correct fields in NexJ CRM. Contact import data is typically prepared by a system administrator, who loads it into a staging area in the system. Advisors can then review and correct the information, check to see if it matches any existing contacts, and complete the import.

If you are importing leads, you can either create an import package, or import your data directly from a properly formatted CSV file. Lead import data is often prepared and imported directly by advisors, without involving an administrator. This is particularly true when importing from CSV files without using an import package.