1) Choose one CRM, one that you can export out Contact Info, all of them
should have a way to export out Contact Info into CSV or Excel format.
2) Manually Export the Contacts from the CRM into a CSV or Excel file
3) Create a Python/Java Utility which takes the exported CSV or Excel
file as input and create another Excel file that is formatted exactly
as the
attached. In this process make sure you map appropriate fields from the
exported file to the fields in the Contact_Import_Template.
4) A valid Contact for our application is one that has 1) First name 2)
Last Name 3) whether it is an "Individual" or Company contact, if
Company what is the Title of that Individual, 4) the contact must have
at least one Work or Personal info that may include one phone or address
or email.
5) Contacts which don't meet our criteria, pls create another excel file
and dump them there.
Is there a export function people would generally use to export their contacts into a excel or csv file
Hello.
I have good skills in Excel and Python.
Contact me please.
Thanks.............................................................................................................