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Contact Import

A guide to importing contacts into the CRM, mapping the data being imported to relevant fields in the CRM, and deciding the import rules and conditions.
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How to Import Contacts into the MainBrainer CRM

The various steps involved in the contact import process and how import rules impact the data you import into the MainBrainer CRM.

How to Import a File with Custom Values as Opt-in Status

Importing a CSV file that uses different terminology for the opt-in fields as compared to the default CRM values.