Importing Contacts

Importing contacts from your existing contact manager or email program saves you from having to create contacts manually. To use our contact import tool, you must first export your contacts from your local contact management system as a .CSV file. Click here for instructions.

To download a blank template which contains all the usable headers for a .CSV import, click here.

Once you've exported a .CSV file from your contact management software, you can import it directly into your XSite. To do so:

1. From the Contacts section of your XSite, click Tools and select Contact Import.

   

2. In the screen that appears, indicate the source of your contacts. Options are:
   • Top Producer 7i
   • Excel Comma Separated File (.CSV)
   • Outlook
   • ACT
3. Click Browse and browse to the location of your contacts .CSV file. When you find it, select it and click Open.
4. If you'd like to import the contacts into a specific group, choose the group from the available list of your pre-defined groups at the bottom of the screen.

   

5. Finally, click Import to import your contacts. When the process is complete, you receive a list of all contacts which were successfully imported. Just click Close to close the window.

If you want to import additional contacts, repeat the steps above. Once you've imported the contacts, you may want to go back and edit each contact, update their information and assign them to additional groups.