Click on the People tab in the left sidebar. Choose Contacts.
Click on the Import button, then choose the Import from CRM option.
Next the Import CRM List window will appear. Click the drop down menu to choose a specific list from your CRM. For example, in Salesforce you can choose from Salesforce Leads, Salesforce Contacts, and Salesforce Reports.
Once you choose the type of list, scroll through and select the specific list you want to import by clicking on the radio button to the left of the list name.
Before importing, you have three options under Import Location.
- Import to: You can create a new group and place these contacts from the CSV file into this group. Simply type in a title for the new group folder.
- Add To: Add the contacts from this CSV file into an existing group. Click the dropdown menu and select the group you want.
- Do not add to a group: You are not required to create a new group or import to an existing group. You can leave both of these areas alone and click the Save Upload button. The contacts from the CRM list will only be in your Contacts list. You can always add contacts to a group later.
Click the Save Import button when you’re ready to import the list to your LiveHive contacts.