Importing contacts

Our importing tool makes it easy to map different pieces of data to contact and company records, ask for help during the importing process, or save an in-progress import. Here’s a step-by-step guide to using our importing tool

The fastest way to get data imported into your Less Annoying CRM account is to import it yourself but you do need to ensure that the file is formatted correctly. Here's how.

We understand that data migration is one of the most intimidating parts of starting with or moving to a new CRM. To make this process a bit easier, as a part of our standard free support, we’re happy to help you with importing your contacts and/or companies into your CRM database.

While Less Annoying CRM does not have a direct integration with any business card scanners, there are a few options to import contacts from a card scanner.

Less Annoying CRM only integrates with Google Contacts -- we do not have any kind of direct sync for Apple's iCloud service -- but you can use Google as a bridge between LACRM and Apple.

Less Annoying CRM's importer is designed to import spreadsheet files (Excel files and CSV files) -- however, the Contacts app on MacOS only allows exporting contacts into vCard (.vcf) files.

To migrate your Outlook contacts over to Less Annoying CRM, you'll first need to export that data to a CSV file, which can then be imported into your CRM account.

When you finish importing your spreadsheet, you’ll be offered a list of actions that you can take on the new records you created. Here’s a review of those options.

After an import is completed, you can group the import to give it a tag, so you can easily access the records from that import in the future.

Learn more about how you can bring your contacts into LACRM.

This article explains how to add contacts to multiple groups based on imported data.

Learn how to assign an entire import to a single user.

Learn how to assign an import to multiple, different users.

Learn how to add an entire import to a single status in a pipeline.

Learn how to prep your file and send it to LACRM to import for you.

If you finish your import and realize that you’ve made a mistake, the best option is to undo it right away, before you’ve done any work with the data in the CRM.

We've provided the following compendium of resources on exporting out of other CRM systems, listed by provider.

Our importer is designed to create new records in your CRM, not update existing records.

Learn more about what happens if you import data that overlaps with your existing CRM data.

Learn more about migrating your CRM data to LACRM with import2.