CRM - Contact Import Request Form

First Name(Required)

Last Name(Required)

Please use this upload form to add attach your customer / client export list from your existing CRM, Xero, Myob, Outlook, Gmail etc.

If you would like the contacts segmented into categories such as Dealers, Suppliers, Customers, or Wholesalers, please include this information in the last column labeled 'Contact Type'.

Below is a link to a blank spreadsheet for your convenience.

Download the template HERE

Import Contact File(Required)

Drop files here or

Max. file size: 128 MB.

CAPTCHA

Please provide the final approved wording. Please check all items carefully before providing final approval, as any alterations requested subsequently will incur additional charges.

CRM – Contact Import Request Form

CRM - Contact Import Request Form