Import & export

How do I export contacts?

To export your contacts in CSV (comma-separated values) format, click on Export link on contact list screen:

Relenta CRM export contacts

You can export either your entire contact list, or any individual group of contacts.

How do I create contacts?

You can add contacts manually, from email, or import them from a CSV file.

1. Manually. To add a contact, click on Contacts tab > ‘Add new contact’ button, enter contact information, and click ‘Save’.

2. From email. When an incoming email isn’t associated with a contact, you can create a new contact from it (or assign it to existing contact).

3. Import contacts. You can import address books from other programs and services, such as Outlook, Gmail, Hotmail, Yahoo!, into your Relenta account. Importing your contacts takes two steps.

  • Format your contacts as a CSV file. Address books exported from other services or applications are often already formatted as CSV files. You can also create and edit our own CSV file from Relenta template using a spreadsheet application such as Microsoft Excel.
  • Import CSV file into Relenta. During import process, you will be prompted to map the fields (columns) in your data file to Relenta’s contact fields.

How do I import contacts?

You can export contacts from any application, such as Outlook, into CSV file (comma-separated values), and import it to Relenta by following these steps:

  1. Click on ‘Contacts’ tab in upper left
  2. Click ‘Import’ contacts button
  3. Browse for CSV file on your computer
  4. (Optional) Click on ‘Assign’ button to automatically assign imported contacts to Groups or Subscriptions
  5. Click ‘Import’

If Relenta does not recognize some of the column headers in the imported CSV file, choose the available values from the drop-down menus to assign the data to appropriate contact fields.

What happens if contact limit is exceeded during import?

Contact import will stop adding new contacts when you reach your account limit. For example, if you have 4,500 contacts, your limit is 5,000 contacts, and you’re importing a file with 1,000 contacts, the import process will stop at 5,000 and only 500 of your 1,000 contacts will be imported.