Bulk Import Organization contacts into CRM using CSV file

We are excited to share with you a new feature which we just released recently in ToolsonCloud CRM.

In this release, we have introduced Bulk import functionality for importing Organization contacts into the CRM. Here’s is a brief about this release.

Need for this?

We had bulk import functionality for uploading Leads into ToolsonCloud CRM using a CSV file. However, users also wanted to do add a lot of Organization contacts in bulk using a spreadsheet.

What’s New?

Now, users will be able to upload bulk Organization contacts into the CRM using a CSV file.

Users will get a new option titled “Bulk Import” in Organization contact page under the option icon on the top right corner. 

On clicking on this option, user will be navigated to the Bulk Import page.

Here user will be able to find a sample CSV file which they can download and add the information associated with the Organization contacts. Each Organization should be added in a separate row.

Once the CSV file is ready, users can go ahead and upload the bulk CSV file into the Bulk Import page by selecting the option as “Organization”.

Once done, all the contacts will be uploaded into the CRM.

We hope this feature would help improve your user experience and productivity.  Let us know your feedback.