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Import Contacts from CRM
Import Contacts from CRM

How to import contacts to the People section of Portal

Josh Willits avatar
Written by Josh Willits
Updated over a week ago

We allow Dealers to do one import of existing Contacts to your People section of Portal. This is a manual process for our team, so it is important to follow the guidelines:

Step 1:

Export your contacts from your CRM tool in a csv format.

Step 2:

Edit the csv to match our template exactly. You can download the template file here. Please note the following rules:

  • Email address and First Name are required fields. If missing, the customer will not be imported.

  • The customer address must be complete. If there is a street and state but no zip, the customer will not be imported.

Step 3:

Send us your Contact Import file via the in-app chat on Portal or you can email it to

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