You can import contacts and companies from a CSV file, e.g. to migrate from another CRM.
02-import-contacts.webm
Atomic CRM displays an import contact buttons in the initial user onboarding page, and in the contacts page.
An example of the expected CSV file is available in the contact import modal:
first_name,last_name,gender,title,background,first_seen,last_seen,has_newsletter,status,tags,linkedin_url,company,email_work,email_home,email_other,phone_work,phone_home,phone_other
John,Doe,male,Sales Executive,,2024-07-01T00:00:00+00:00,2024-07-01T11:54:49.95+00:00,false,in-contract,"influencer, developer",https://www.linkedin.com/in/johndoe,Acme,john@doe.example,john.doe@gmail.com,jdoe@caramail.com,659-980-2015,740.645.3807,(446) 758-2122
Jane,Doe,female,Designer,,2024-07-01T00:00:00+00:00,2024-07-01T11:54:49.95+00:00,false,in-contract,"UI, design",https://www.linkedin.com/in/janedoe,Acme,,,jane@doe.example,659-980-2020,740.647.3802,
When importing contacts, companies and tags will be automatically matched if they exist on the system, or imported ortherwise.
In the contacts and companies pages, an export button allows to download the list of contacts or companies in CSV format.