Add, import & capture contacts

Import Contacts From A File

As well as syncing contacts with your Xero account, you can also import contacts into your Connectably account from a file. You could import contacts from a former CRM software, an email service provider, or another list.

The process is a multi-step one:

1. Create custom fields: Connectably has core standard fields as you'd expect, but you can also create any custom fields that you need to store information against for contacts. Do this first in Settings > Manage Fields.
2. Create tags: importing contacts without segmenting them by what you know about them / their interests leads to a cluttered and confusing CRM. So create any new tags that you'd like to apply to the contact records you're importing in Settings > Tags.
3. Create CSV file(s) of contacts to import: before you can import contacts into Connectably, you'll need contacts to be in a CSV file, one row per contact. CSV stands for 'comma separated variable' file and is an export format from spreadsheet software and most online software providers that store contacts, e.g. email marketing software, CRM systems, sales software. To get a sample file format that can be imported into Connectably, just visit Settings > Import > Import Contacts and click the 'Download Sample' link. You can then use that as a basis to create your import file(s) for Connectably.
4. Import contacts: follow the instructions on screen as you do the import process in Settings > Import. There's a walkthrough of the process in the video below.

If you have any problems or questions around importing contacts into Connectably, contact support via the chat icon, or via email (support @ connectably.com).

Using Web Forms

In this 20 minute quick fire training on web forms we covered four topics:

1. [Basic] Setting up a simple web form;
2. [Intermediate] Embedding a web form on your website
3. [Advanced] Segmentation options - capturing different interests on one web form;
4. [Intermediate] Triggering automations from responses.