Directory

Import Directory Data

If you use a CRM program to manage contacts, you can manually import your contacts into CallData with the Import Directory Data function.

1.	To manually import your contact information into the CallData directory, click the Import Directory Data icon in the Directory section of the Database Maintenance screen. A dialog box will come up explaining how to format the CSV file and asking whether you want to continue. Click Yes to continue.

	Note:
You will need to have your CSV file saved with the proper formatting before importing. Consult your CRM program documentation on how to export data into a CSV file.

CSV Formatting (See Example Below)

Column A	Column B	Column C	Column D	Column E	Column F
Phone Number	Name	Address	City	State	Zip/Postal Code

This dialog box explains how to format your CSV file.

An example of a CSV file created by a CRM program that will be imported into CallData.

2.	Next, navigate to the directory where your CSV file is saved. Select the file and click Open to start importing the data into the CallData directory.

Browse to and select the CSV file with the contact information you want to import.

3.	After opening the CSV file, CallData will start importing the information into the directory. The status bar will display the progress of the data being imported.

The status bar will display the progress of the data being imported.