Categories are structured — a contact belongs to one category at a time (Customer, Lead, Vendor, etc.).

Tags are loose. Stick as many tags on a contact as you want (vip, referral, holiday-card, prefers-text, etc.). Tags are flexible and searchable.

Use categories for the big picture. Use tags for the messy details that don’t fit a clean hierarchy.

A standard comma-separated CSV with a header row. The first row is column names, every row after is one contact.

You don’t need specific column names — the importer lets you map whatever columns you have to SJ CRM fields. Common columns: First Name, Last Name, Email, Phone, Business, Address, Notes.

If your file has special characters (accents, é, ö, etc.), make sure it’s saved as UTF-8. Excel sometimes saves as ANSI which can break those characters.

Contacts are people. Names, emails, phone numbers, addresses.

Businesses are companies or organizations. They can have many contacts attached.

For example, Jane Smith is a contact. Smith Plumbing LLC is the business. Jane is linked to Smith Plumbing as the owner. If Smith Plumbing also has an office manager, that person is a separate contact also linked to the same business.

Yes. Some people work with multiple companies, and SJ CRM doesn’t make you pick just one. Link a contact to as many businesses as makes sense.

Yes. Go to SJ CRM → Export/Import and upload a CSV file. The importer will let you map your CSV columns to SJ CRM fields (name, email, phone, business, notes, etc.) so your data ends up in the right place.

Most CRMs and address books can export to CSV, including Google Contacts, Outlook, HubSpot, Zoho, and spreadsheet apps.