Audience: Credit Repair Cloud users looking to migrate client records from another credit repair platform.
Credit Repair Cloud lets you import your clients' contact information from another credit repair software by uploading a CSV (comma-separated values) file. A CSV file is a text file that stores information in rows and columns, with each row representing one client and each column representing a field such as name or email address.
In this article, you will learn about:
To start, make sure you have the following:
A CSV file with your client’s contact information
How can I import a CSV file in Credit Repair Cloud?
Click on Clients in the Side Navigation menu
Click on Import/Export
Select the Import option
Click on Choose File
Browse your device and select the file
Click on Import
Select an option for the import next to Import as
The available options are:a) Import All as Lead
b) Import All as Active Client
c) Import All as Inactive Client
Map each column to an input field type in each dropdown
Scroll from left to right and map all the fields you would like to import.For example, if the first column contains your client’s name, select FirstName from the first dropdown, and so on.
Important Note: Any records highlighted in yellow indicate a duplicate contact email address.
Check the box on the far left of the first dropdown to select ALL the contacts or select each contact as needed
Click on Import Clients
Important Note: Credit Repair Cloud does not import any clients' credit repair history. It can only import basic contact details.