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  • How to Import Contacts
  • How to Export Contacts

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  1. Synamate Modules
  2. Contacts (CRM)

Import & Export Contacts

PreviousContacts (CRM)NextTags

Last updated 1 year ago

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How to Import Contacts

1. Go to Synamate Contacts and Click on Import Contacts icon

2. Upload a .csv file (size limit is upto 50MB). then click on next

3. Match the column fields which are existing in the uploaded file with the contact fields in Synamate account then click on next.

If the columns doesn't match then create new custom fields for contact and then reupload

4. Add tags, create a list or merge with existing contacts based on the filters available in the dropdown and submit.

You can also push these uploaded to a workflow or a campaign right from here itself.


How to Export Contacts

1. Go to Synamate contacts and select the contacts you want to export

2. Click on the Export contacts Icon

3. Click on Export Contacts and the .csv file will start downloading.

Submit when done