Importing contacts

There are 3 ways to import your contacts into NexOne office: from registrations and transactions, from a vCard and from an Excel file.

First, here is how to import your contacts from registrations/transactions;

Contacts > CRM > Importing contacts > from listings/transactions

Open

This page will open:

You can import contacts from listings or transactions or both.

If you select "yes" to import clients from listings, you will be asked which ones have which status, from which date and from which agent (if you leave the space blank it is for all agents)

Open

If you select ''yes'' to import the sales clients, you will be asked with which status, from which date, for which type of client (only the clients that I represent or clients of the part that I represent and clients of other brokerage that I collaborate with) and from which agent (if you leave the space blank it is the clients of all your agents)

Once all your selections are made, you click on "see data" at the top of the page;

This page will open, then click on "import";

Secondly, here is how to import contacts from a vCard;

Contacts > CRM > Importing contacts > From a vCard

This page will open ;

you must select your file and click on ''Import''.

Third, here is how to import contacts from an Excel file

Contacts > CRM > Importing contacts > From Excel

This page will open ;

1. To explain what format your excel file should have

2. click on choose a file, then click on ''import'' once it is uploaded.