Uploading A Contact List into AccountGroove CRM

1. Click on Contacts > Smart Lists

2. Click on Import Contacts

3. Click on Next

4. Click on Click to upload or drag and drop…

5. Select a file from your computer from upload menu

6. Click on Create contacts

7. Click on Next

8. Review all of the Fields and Select the ones that best align with your list, then click on Don't import data in the unmapped columns

9. Click on Next

10. Click on Create a Smartlist for new contacts created by the import

11. Name your "custom list"

12. Click on "I confirm...", then Start Bulk Import