Importing & exporting
Walkthroughs and templates to help you get your contacts in (or out) of your Prezly CRM.
Importing & exporting
Importing contacts into Prezly
How the contact importer works, from start to finish
Importing & exporting
Contact types: 'Person' and 'Organizations'
How contact types helps to keep your contacts organized
Importing & exporting
Supported contact fields in your Excel or CSV file
A full list of fields or labels recognized by our Contact Importer
Importing & exporting
Importing contacts with an Excel or CSV file
Tips for preparing a file that uploads seamlessly
Importing & exporting
Connecting your "person" contacts to "organization" contacts
Learn how to connect people to their organizations in your CRM
Importing & exporting
Exporting contacts from your email client
The best way to get your contacts out from your email client and into Prezly
Importing & exporting
Updating existing contact information by re-importing contacts
Using the importer to update contact information for contacts already in your Prezly database
Importing & exporting
What happens if I re-import a deleted or existing contact?
How Prezly manages information from deleted and existing contacts
Importing & exporting
Can I upload a bought media database to Prezly?
Yes, but it's important to keep a few things in mindVideo tutorials
Bitesize video recordings to turn you into a Prezly pro in no time.