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Want to stay current with the most up-to-date product news and features all in one place? Check out our Release Notes to read about the newest updates and, more importantly, learn how to use them.
Latest Product Updates
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Saving .CSV Files CRM Migrations require good data preparation to ensure success. Last Updated 07/18/24
.CSV File Troubleshooting Discover the most common issues to look for before attempting to import a .CSV file. Last Updated 11/06/23
Import History Overview The Import History function provides a way to see a breakdown of contact lists that have previously been imported. The tool also shows whether or not previously imported contact lists were successful or erroneous. Last Updated 11/01/24
Importing and Mapping Contacts from .CSV Files Lead Gen & CRM enables you to import your contacts through a Comma-Separated Value (.CSV) spreadsheet by using the Import Tool. To import the file properly, you will need to map your spreadsheet to Lead Gen & CRM. Last Updated 11/01/24
Formatting .CSV Files for Import Some database export systems provide a .CSV file that is formatted with values that are separated by commas or semicolons. Last Updated 11/06/23
Importing Double Opt-In Lists Maintaining a quality email list is vital to the success of your marketing campaigns. Lead Gen & CRM lets you import your existing double opt-in list as a .CSV file that by including an IsOptedIn column. Last Updated 10/31/24
Using Lead Gen & CRM ID for Imports and Data Migration When you export leads, each one will now have a Lead Gen & CRM ID. You can use this ID during imports for leads who do not have an email address. Last Updated 07/11/24
