Importing Contacts to Binox CRM.

V01. l Q1 2023

Updated over a week ago

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If you're currently using another CRM or PSA to manage your leads and opportunities, you may want to transfer all this information to Binox. Luckily, Binox makes it easy to import your contacts from a spreadsheet, allowing you to seamlessly transition to our CRM platform with just a few clicks. So, let's get started and learn how to import your contacts into Binox!

There are two ways to import contacts into Binox.

  • As a lead in "My list" Section. click here for the tutorial.

  • As a contact in our "CRM." Continue reading for more information.

Why the distinction you may ask? It's simple: we want to give our customers flexibility. My List is designed for importing contacts that aren't yet ready for marketing (click here to see the tutorial). It has all the features you need to clean and organize your contacts. Once your contacts are ready for marketing, you can easily import them into the CRM as a Contact. If your leads are already prepared for marketing, you can skip ahead to learn how to import them directly into the CRM as a Contact. 👇


Importing Contacts

Note: You can export your records from any PSA or CRM, in this tutorial we are using ConnectWise as an example.

Pre-requisites

To import your records into Binox, you need to export them from your current system into an Excel spreadsheet and then save the file as a CSV format. This allows Binox to import the data correctly and ensures that your records are structured in a way that is compatible with our system.

⚠️The file can not contain any of following characters:
~!@#$%^&*()_+=-{}[];:",.<>'/?

The Required Fields are: first_name, last_name, company_name and email

This is the list of the records we support inside of Binox that you can import:

  • First Name

  • Last Name

  • Email

  • Phone Number

  • Extension

  • Cell

  • Job tittle

  • LinkedIn

  • Address line 1

  • Address line 2

  • City

  • State

  • Zip

  • Notes

  • Person Type

  • Website


Step 1: You need to create the import file from your PSA or CRM

(ConnectWise Example down below)

  • First you need to log in to your (PSA or CRM) in this case we are using a ConnectWise account as an example, click on “Companies” and select “Contacts”.

  • You need to search and look for the desired “Contacts” you want to transfer to Binox.

  • When you see all your records displayed, click on “Export” to create a “CSV file” and save this file for later use.

  • This is an example of what the "Export file" looks like:

Note: Make sure all the fields are filled with the information you need to export, for example, Name, Email, Phone Number, Company Name, etc.


Important: There will be some irrelevant records on some export files. For example: “entered,” “Contact Rec,” and “status,” to name a few. Those will not be imported into Binox.


Step 2: Importing “Contacts” directly into Binox CRM

  • Log into your Binox CRM and click on “Contacts”

  • Select “Import Contacts” in the upper right corner.

Import Contacts

Important: double check if the import file has all relevant information to be transferred to Binox MSP.

  • Note: Please make sure you check the pre-requisite section to check the record fields Binox supports.

⚠️The file can not contain any of following characters:
~!@#$%^&*()_+=-{}[];:",.<>'/?

The Required Fields are: first_name, last_name, company_name and email

  • Drag and drop your list (CSV File) or click on the upload button and select your file.

  1. These are the fields you are Importing to Binox

  2. These are the fields that Binox matches automatically, please verify if all the matches are good if not, click on the “down arrow” so you can match the correct field with Binox’s.

  3. The red triangle icon indicates that the field could not be matched automatically, requiring manual intervention, or that the same option has been selected in multiple fields.


  4. To remove any irrelevant fields from your imported data, simply click on the trashcan icon located on the actions row.

    Note: This is an example of how to match the fields from your import file with Binox fields.

  • This is how it should look when finished.
    For example, the First Name field in your import file will match with the First Name field in Binox, when finished click on “Next”.

  • Also, you can add a Binox hashtag to your imported contacts, type in your hashtag and hit enter or choose from the list below and click on “Start Importing” when finished.

    look at the example below. 👇

  • After clicking “Start Importing” you will see this “Importing” pop-up, this indicates the record transfer process is working, the time depends on the amount of information being imported to Binox.

  • After you clicked on "Start Importing" Click on (See Details) for more information

  • You can check how many Companies and Contacts have been imported successfully, then click on "See Details" to go to the Contact List.

  • Your imported contacts and companies will be displayed under "Contacts"; you can click on each contact to check the information imported.

  • When you click on a Contact's name, you can review the imported information to make sure everything is correct. If you notice any discrepancies, simply click on the three dots in the upper right corner and select 'Edit' to make any necessary changes.

  • When you select 'Edit', you can modify the fields to your liking on the contact or company information. Once you've made your changes, click 'Save' at the bottom of the screen.


    For more information and tutorials please visit our Help Center.




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