Importing Contacts
Follow these steps to import your data into magenCRM:
💡 AI Tip: You can use AI tools to help organize and format your data before pasting it into the import template. Click here for more details.
Step 1 – Go to Contacts
From the left-hand menu, click on “Contacts.”
Step 2 – Open the Import Tool
In the top-right corner, click “Import.”
Step 3 – Download the Import Template
Click on “Download Import Template.”
⚠️ Important:
You must use this template file to upload your data.
Do not export existing data and use it as a base — always download the template from this section.
Step 4 – Fill in Your Data
Open the template and enter your data.
- Carefully review the tooltips and column notes to ensure your data is formatted correctly.
- Do not leave empty rows, as the system may interpret them as the end of your data.
💡 Automatic Calculations:
- The system will automatically calculate the Next Occurrence Date.
- If you enter the Gregorian date, the Jewish date will be calculated automatically — and vice versa.
Step 5 – Upload Your File
Once your file is ready:
- Click “Select File”
- Upload your completed template
Step 6 – Verify Your Data
After uploading, make sure all records were imported successfully.