Before you can import data into SharpSpring, you need to export data from your other programs. Almost all systems provide a method of exporting data into a spreadsheet with the most common file format being a comma-separated value (CSV). If your system exports to a different format, you will need to save it as a CSV in Unicode (UTF8) format prior to importing it into SharpSpring. Click to navigate to the export documentation for the following vendors.
Excel Save as CSV UTF-8 (Comma Delimited)
Salesforce - If you plan on using the integration you will need the 18 character CRMID
Ready to Learn More?
- Import Tool Overview
- Mapping Contacts from a CSV File
- Saving a CSV in Unicode (UTF8) Before Contact Import/CRM Migration