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Preparing information for import

You can import contact and lead records into NexJ Customer Relationship Management from outside data sources.

If you are importing contact information, you must create a full import package to import your information.

If you are importing leads, you have two possible ways to format your data. The simplest way is to create a Comma Separated Value (CSV) file that captures basic contact information for the leads, along with optional information about the market segment and sales concepts that you want to associate with the leads. Alternatively, you can create a full import package to import more complicated data, such as leads with multiple phone numbers.