How to Export Contacts from Excel to CRM Tools (Salesforce, HubSpot, etc.)?

Any business needs to keep good track of their clients. Instead of an Excel file, putting your contact list in a CRM like Salesforce or HubSpot can help you run your business better and make your work easier. This article will show you how to move your Excel contact list to CRM software. Also, the powerful Excel to vCard Converter will be shown to you. This is a tool that makes the process simple and quick.

Why Users want to move your contacts from Excel to a CRM?

CRMs have advanced tools that let you organize your contacts, keep track of them, and talk to them. There are a number of reasons to switch from Excel to a CRM -

• Management that is centralized - All of your friends are easy to reach from a single site.

• Automation - You can make processes, follow-ups, and notes run on their own.

• Give your team your contact information right away to help them work together better.

• Advanced Insights - To make better choices, look at what people do and how they act.

Step by Step Guide on How to Move Contacts from Excel to CRM Tools

1. Convert the Address Book data in Excel to vCard

Most CRMs, like Salesforce and HubSpot, let you add contacts in either CSV or vCard code. Because vCard is a standard for contact information around the world, everything can use it.

This is why the Softaken Excel to vCard Converter is so helpful. When it comes to making the conversion, it has the following -

Key Features -

• It's easy to convert Excel files to vCard files.

• Different types of vCard (2.1, 3.0, and 4.0) can use it.

• As long as the data flow is right, it changes Excel fields to vCard fields.

• It handles big changes, which helps you save time.

• This app works with all of the main CRM tools.

These steps will show you how to use Excel to vCard Converter –

• Get the tool and put it where it needs to go.

• You need to add your Excel file after opening the app.

• Click on the Mapping Column for VCF - to link fields in Excel, like Name, Email, and Phone, to fields in vCard that correspond to them.

• Pick the Output location to store vCard

• To make the vCard file, click "Excport vCard Now."

2. Put the vCard in your CRM

Once you have the vCard file, you can add it to your CRM. How to do it:

In terms of Salesforce –

• To get there, use Salesforce. Next, select "Setup" from the menu.

• You can get to "Import Wizard" from "Data Management."

• To change the type of thing, press "Contacts."

• Put in your vCard file and map the fields if asked.

• Come up with a way to import.

In terms of HubSpot –

• HubSpot users should go to "Contacts" after logging in.

• To add a file, select it and click "Import."

• Send the vCard file.

• Links should be made between the fields in the file and HubSpot properties.

• Bring it all together.

Look over your contacts and put them in order

Check your CRM to make sure that all of your contacts were added properly and that all of the fields were mapped correctly after the import. Set up your friends with tags, labels, or lists to better split them into groups.

Why should you choose Softaken, it?

Making the switch from Excel to CRM tools needs to be done quickly and correctly. The Excel to VCF Converter stands out because of these things -

• Interface that anyone can use, even if they don't know much about computers.

• Correct Field Mapping - This keeps information from getting lost or mixed up.

• This saves time when you need to deal with a lot of contacts at once.

• Compatible with - It works well with Salesforce, HubSpot, Zoho CRM, and more.

That being said

Users don't have to have a lot of trouble moving data from Excel to HubSpot or Salesforce. Get your data ready, use a good tool like Excel to vCard Converter, and follow the steps above to make sure the conversion goes smoothly.