How to import contacts from a CSV file

1. Export your contacts from your old system as CSV (Google Contacts, Outlook, HubSpot, etc. all support this).
2. In SJ CRM, click Export/Import in the sidebar.
3. Pick Import Contacts and choose your CSV file.
4. On the mapping screen, match each CSV column to the matching SJ CRM field. Skip columns you don’t need.
5. Click Run Import.

The importer flags duplicates (matched by email) so you can choose to skip, update, or create new entries for them.