- Open the Contacts app
- Click Settings
- Click Manage Contacts
- Click Import/Export
- Click Export to Internal Storage
- Go to tribulant.com/vcard-csv/
- Choose the file
- Choose format CSV
- Change Tab to Comma
- Click Add Header Line
- Click Convert
- Import your new CSV file into your CRM
Hello everybody out there my name is Pete Romano from Segwik and this is my Snackable Solution on how to get your contacts from your smart device and into your CRM so that you can make use of all of that good juicy data. Let’s dive right in.
Your smart device is a treasure trove of clients, potential contacts, referral agents, business colleagues, old customers, and family. Getting these contacts out of your device and into your CRM where you can put them to work is critical to your growth. We’re going to show you how to do that in under two minutes.
For us Android users it’s a little more straightforward. You just need your device. Simply open the Contacts app, click on settings, manage contacts, import/export, and then export to internal storage is usually the easiest for me.
For both iphone and android users here’s your final step. What you’re going to want to do is go over to this website you see on the screen. Choose the file here. Choose format CSV, change tab to comma, and click add header line. Voila, your contacts are now in CSV format, ready to import into your CRM.
Okay, I’m pete romano and that was my Snackable Solution for how to get your contacts out of your smart device and into your CRM. If you found that video valuable, consider sharing it and also hit the like button. And for many more snackable solutions like that, visit snackablesolutions.com.
If you happen to be in the market for a great CRM there’s always segwik.com. Thank you.