Importing & exporting

Walkthroughs and templates to help you get your contacts in (or out) of your Prezly CRM.

Help: Importing Contacts into Prezly
Importing & exporting

Importing Contacts into Prezly

How the Contact Importer works, from start to finish
Help: Contact types: 'People' and 'Organizations'
Importing & exporting

Contact types: 'People' and 'Organizations'

What is the difference and how does this help keep my Contacts organized?
Help: Creating individual contacts
Importing & exporting

Creating individual contacts

Importing contacts to your database one at a time
Help: Supported contact fields in your Excel or CSV file
Importing & exporting

Supported contact fields in your Excel or CSV file

A full list of fields or labels recognized by our Contact Importer
Help: Importing contacts with an Excel or CSV file
Importing & exporting

Importing contacts with an Excel or CSV file

Tips for preparing your file
Help: Connecting your "person" contacts to "organization" contacts
Importing & exporting

Connecting your "person" contacts to "organization" contacts

Learn how to connect people to their organizations in your CRM
Help: Exporting contacts from your email client
Importing & exporting

Exporting contacts from your email client

The best way to get your contacts out from your email client and into Prezly
Help: Can I upload a bought media database to Prezly?
Importing & exporting

Can I upload a bought media database to Prezly?

Yes, but it's important to keep a few things in mind

Video tutorials

Bitesize video recordings to turn you into a Prezly pro in no time.