How to Export and Import Contacts in Your CRM

Managing contacts efficiently is crucial for maintaining an organized CRM. With Kea Builder’s CRM, you can easily export existing contacts for backup or migration and import large volumes of contacts to streamline your workflow. Follow the steps below to perform both actions seamlessly.

🔄 Step-by-Step: Exporting and Importing Contacts

🔹 Step 1: Access CRM

From the side navigation menu, click on “CRM.”

Access CRM screenshot

🔹 Step 2: Navigate to Contacts

Inside the CRM panel, click on the “Contacts” option.

Navigate to contacts screenshot

🔹 Step 3: Open Data Flow Menu

In the top-right corner, click on “Data Flow” to access import/export options.
Choose either:

  • “Import” to upload contacts Data flow menu screenshot
  • “Export” to download contacts Data flow menu screenshot

📤 Exporting Contacts

🔹 Step 4: Configure Export Settings

A pop-up will appear when you click Export.
Fill in the following fields:

  • Select List: Select the contact list to export from (optional).
  • Name: Enter a name for the exported .xlsx file (optional).
  • File Type: Optionally choose the file type from the dropdown (e.g., JSON, Excel).
  • Fields to Export: Choose fields like All Contacts, Tags, or Fields (optional).
Export settings screenshot

📥 Importing Contacts

🔹 Step 5: Upload Contact File

Click Import, then upload your contact file in .xlsx format.
Need help with formatting? Click the “Template” button to download a sample file for reference.

Upload contact file screenshot

💡 Tip:

Always double-check the formatting of your .xlsx file to ensure successful import.