How to import contacts into your Aptien CRM

Bulk-Add Contacts to Aptien CRM

• Import lets you add or regularly update contacts in your system
• You can bulk import contacts from Excel, CSV, or any spreadsheet you use
• No matter where your contacts are stored: with the steps below, you can add or update contact records, company records, and customer records

Add or Update Data via Import

• Import lets you upload data in bulk into Aptien, saving significant time versus manual entry.
• Use import to add records once or keep data updated on an ongoing basis.

How to Add Contacts to Company Records

• Contacts are stored in a text field by default