What data can I import?
It is possible to import standard contact information in to Batchbook from a variety of sources including Microsoft Outlook, Outlook Express, LinkedIn, Yahoo, Gmail, Hotmail, Highrise, Thunderbird, and Macintosh Address Book.
This information usually includes items like name, address, phone #, email and other typical contact information including custom fields that have been recreated in Batchbook as SuperTags.
Before you can import your contacts into Batchbook, you'll need to export and save those contacts in a CSV or vCard file format (see definitions of these file types below). For information on how to export and save your contacts from the e-mail clients mentioned above, refer to the appropriate FAQ.
Note that it is not currently possible to import additional items such as communications, deals, opportunities, to-do items or events that you might have if migrating from another CRM product in to Batchbook via a .csv import. These items may be able to be migrated programmatically via our API with the aid of a developer. We can assist you with a referral to some folks who are proficient in this process if needed.
Most email applications automatically export the contents of your address book into the CSV (or vCard) file format, but you can also manually create a CSV file of your contacts with a spreadsheet program like Excel. If you're taking this manual route, then view Batchbook's Import Template Guide for easy step-by-step instructions on importing Excel or CSV files.
To import contacts from email applications not addressed in our FAQs:
Refer to that application's Help text on exporting contacts.
Place your contacts in a spreadsheet and save as a CSV file. Refer to Batchbook's info about how to access and use Batchbook's Import Template. This will ensure that contact information is parsed correctly into your Batchbook account.
A vCard is a file format standard that is essentially an electronic business card. vCards can contain name and address information, phone numbers, URLs, logos, and other information that would generally be found on a business card. Having this data in vCard format allows users to easily import and export information into different programs such as Batchbook.
The CSV (Comma Separated Value) file format is another way to exchange data between different applications. This file format will allow you to save all contacts in your address book in one file.