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Importing/Exporting

How to capture web leads directly into Tactile CRM

Tactile CRM has a built in tool for you to easily add a web form to your website so you can capture leads and customer data directly into Tactile CRM. Check out the 30 second video below on how to set it up, or scroll down to see more information:

Setting Up A Web Form

Setting up a web form in Tactile CRM is easy. Login as an admin user, visit the admin section and chose the ‘Configure Tactile CRM Web Form’.

You’ll need to choose which values you want to capture and make sure you tick the ‘Enable Web Form’ box to turn this feature on.

Web Form Setup

Click save and copy the code Tactile CRM gives you into your website and start collecting leads from your website. Check out our website to see a web form in action

How do I import my Outlook address book?

You’ll first need to export the contacts from Outlook and then you’ll be able to import them into Tactile CRM:

  1. Open Outlook
  2. Choose “Import and Export” from the File menu
  3. Wait for the wizard to open, select “Export to a file” and click “Next”
  4. Choose “Comma Separated Values (Windows)” and click “Next”
  5. Choose the Contacts folder you would like to export and click “Next”
  6. Choose a filename and where you would like to save the file (for instance, “tactile_import.csv” on your Desktop), then click “Next”
  7. Confirm what you are exporting: make sure the checkbox next to “Export…” is checked and click “Finish”

How do I export my contact data?

Exporting Organisations & People is easy. Simply click on the tab for one, and there is an export as CSV link on the right hand side. Tactile CRM will then export the data and email it you.

It doesn’t stop there though. If you want to restrict the export by Tags or Town, you can do that too, you’ll even get a list of Tags separated by “|” in the export file.

Can I import vCards?

Yes! Simply export your contact details as a vCard, for example in Mac Address Book:

  • Select the contacts you want to export
  • Click ‘File’ -> ‘Export’ -> ‘Export vCard…’
  • Choose a filename and where you would like to save the file (for instance, “tactile_import” on your Desktop), then click “Next”
  • Then click on ‘Import contacts into Tactile’ in either the contact or leads module and follow the instructions there.

Can I import my contacts for Google/GMail?

Yes! Simple click on ‘Import contacts into Tactile CRM’ from either the Organisations or People tabs and follow the instructions there. You will be asked to confirm access to your Google account by Tactile CRM, then enter your username and we will take care of the rest.