Importing Contacts from G Suite

Importing Contacts from G Suite

Importing Contacts from G Suite

The Import Contacts feature helps you import contacts from G Suite to the CRM. It gives you the advantage of accessing your Google contacts from the CRM, without having to sign in to your Google account, every time you want to import. The imported contacts from G Suite will be assigned to you and shared with the CRM users as per your organisation's hierarchy. We recommend that you import business contacts only.

Standard Field Mapping

CRM Field
Google Apps Field
First Name
-
Last Name
Name
Email
Email
Phone
Phone
-
Address
-
Website
Birthday
Birthday
Description
Notes


To import contacts from G Suite, follow these steps:

  1. In G Suite, click on  (the Apps icon).
  2. Click More >  CRM.
    You will be redirected to the CRM.
  3. In the CRM, go to Setup > Marketplace > Google> Contacts .
  4. In the Import from Google Contacts Apps page, select the contacts and then click Add Now.
  5. In the Map Fields page, map the CRM fields with Google Apps fields and then click Next.
    Your G Suite contacts are imported into the CRM.
Note
  • You need to log in to G Suite only the very first time you want to import contacts.
  • After importing, your contacts are shared with other users as per the role-based hierarchy configuration in your CRM account.
  • It is are strongly recommended to import only business contacts to the CRM.
  • While importing data, a duplicate check is performed automatically.


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