Return to Data ManagementImporting DataYou will need to import your data initially and may need to do recurring data imports to update CiviCRM.
Before Importing, be sure to eliminate any duplicates in your import files. Configure and use Find and Merge Duplicate Contacts to check for data that might already exist. From the main CiviCRM menu choose Import The menu will open to allow you to choose to Import Contacts or Activity History: The default is Contacts, so only if you are importing Activity History do you need to click that option. Select the type you want to import. You will be brought to the appropriate Upload Data screen.
Save the CSV file you want to import to your local hard drive (or an accessible drive on your network) before you continue. There are 4 steps in the Import process:
If you think that you will use version 2.2 doing telemarketing via voip is better also that you import also Country in csv files, to have the right country code prefix in links to do voip calls with a click.
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Importing Data
Étiquette
Page: 1. Upload Data
Page: 2. Match Fields
Page: 3. Preview
Page: 4. Summary
Page: Swapping primary addresses in CiviCRM