- Go to My Account
- Go to Company
- In Contact, click on Actions and click on Bulk Import
- Add a blank column Client ID as the first column
Step 4 is important as if you leave it blank it will create a new contact when you import the file. If you use an already existing Client ID, InvestGlass will update the information and erase existing information with new fields.
You can import three types of files.
- Investglass CSV format
- Outlook CSV format
- vCard format
InvestGlass team can help you with preset themes for wealth and asset management, general business, and shopping CRM. Please contact us for more information about those templates.
If you decide to use InvestGlass without templates, InvestGlass will be empty. To facilitate the creation of fields, we suggest you import your field and select the following options :
*** Create custom fields for unrecognized columns***
InvestGlass will use each header to create a new custom field. The field will be by default text fields. If you wish to change them to dropdown, checkbox, date, or text area, go to My Account, Company, Custom Fields.
Import contact with Zapier
To connect InvestGlass to Zapier - please contact us to get a private invitation to Zapier API - InvestGlass bridge. Then this is how you connect InvestGlass with +1500 applications.
Watch it here https://www.loom.com/share/b3532f17b5f84bf6845c5e5042a070bd