1
Export your contacts as a CSV
From your current CRM or spreadsheet, export to CSV. In Google Sheets that is File > Download > Comma Separated Values (.csv). In Excel it is File > Save As and choosing CSV.
2
Go to Settings > Import & Export Contacts
Click your profile icon in the top-right corner, then Settings, then Import & Export Contacts.
3
Choose your file
Select the CSV from your computer.
4
Match your columns to CRE Fuel fields
CRE Fuel reads your headings and asks what each column is. Match your “Cell” column to Phone, your “Company” column to Company, and so on.If a column has no matching field, you can create one on the spot by naming it. Anything you do not want, you can leave unmapped.
5
Import
CRE Fuel creates the contacts and tells you how many landed.
What if I import the same list twice?
What if I import the same list twice?
Contacts are matched on phone number, so importing the same file again updates the same people rather than duplicating them. Rows with no phone number cannot be matched that way and may create a second record.If duplicates do appear, go to Contacts > Duplicates, where CRE Fuel groups likely matches so you can merge them.
Can someone do this for me?
Can someone do this for me?
Yes. If your list is large or messy, ask about the white-glove import rather than fighting the spreadsheet. Use Get help in your profile menu.
