Import Contacts

The import contact feature allows you to batch import a large number of contacts from an existing CRM or source into the contact manager.

How To Import Contacts

1. Import To: you have the optiont to import data as clients or prospects. Use this selector to choose either client or prospect as the type for import.
2. Import Type: This selector lets you choose the type of template that you will be importing. This is the source type for the original contact data. For example, if your data is coming from Outlook, choose outlook as your import type. A variety of templates have already been built. The current templates are:
   1. Act Contacts - for data exported from Act
   2. Act Company – for vendor data exported from Act
   3. Generic Templates – these are xls templates. Type in your data, then import the file.
   4. Gorilla - for data exported from Bill Good’s Gorilla Marketing system
   5. Investigo – for data exported from Investigo
   6. LaserApp – for data exported from LaserApp
   7. Outlook – for data exported from LaserApp
   8. Redtail – for data exported from RedTail
   9. Schwab – for data exported from Schwab
3. View Template: When you choose one of the template types using the import type selector, a link to the template will display here. Click on the link to download and view the template.
4. Owner: If you have access to multiple reps’ contacts on Berthel One, use this selector to choose who you will import the data for.
5. Client File: Use the Browse selector to browse to your pc or network and choose the data file you wish to import. Note: all files must be in an xls format.
6. Update Existing Clients: If you check this box for the import, the data in your import file will override all the data in Berthel One for any existing clients. If you leave the box unchecked, only new clients will be imported.
7. Perform Import: After you have chosen all of the above settings and selected the file for import, click on this button to import the file into Berthel One’s CRM.