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?
Nothing breaks. Before creating anything, CRE Fuel checks each row against your existing contacts by email or phone and skips the ones you already have. Importing can only add people, never change or overwrite them.The flip side: if you correct something in your spreadsheet and re-import, that correction will not come through, because the row is recognised and skipped. Edit those people in CRE Fuel directly instead.
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.
