{"id":3256,"date":"2026-04-07T12:38:41","date_gmt":"2026-04-07T07:08:41","guid":{"rendered":"https:\/\/www.msgclub.net\/learn\/?p=3256"},"modified":"2026-04-07T16:03:58","modified_gmt":"2026-04-07T10:33:58","slug":"upload-data-on-crm","status":"publish","type":"post","link":"https:\/\/www.msgclub.net\/learn\/upload-data-on-crm.html","title":{"rendered":"Upload Data on CRM"},"content":{"rendered":"\n

Uploading and managing contact data efficiently is essential for effective customer communication and campaign execution. Instead of adding contacts manually, MSGClub CRM allows you to upload bulk data using a CSV file\u2014saving time and ensuring accuracy.<\/p>\n\n\n\n

With the Import Contact feature, you can quickly upload large volumes of data, organise contacts using tags, and identify duplicates or errors during the process. This helps maintain a clean and structured database while giving you better control over your customer information.<\/p>\n\n\n\n

By following this guide, you will be able to seamlessly upload your data, track upload status, and manage your CRM contacts more effectively.<\/p>\n\n\n\n

Learn More<\/h2>\n\n\n\n

<\/a>Step by Step Guide<\/a><\/p>\n\n\n\n

FAQs<\/a><\/p>\n\n\n\n

Step by Step Guide<\/h2>\n\n\n\n

Step 1:<\/strong> Open CRM<\/a><\/p>\n\n\n\n

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Step 2:<\/strong> Log in to CRM using Admin credentials.<\/p>\n\n\n\n

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Step 3:<\/strong> Now click on Add Contact<\/strong>.<\/p>\n\n\n\n

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Step 4:<\/strong> In case of adding new tag, check the checkbox of add new tag to open the text box.<\/p>\n\n\n\n

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Now enter the tag in the text box and click on add tag.<\/p>\n\n\n\n

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Once the tag has been added, you\u2019ll get an alert that your tag has been successfully added. <\/p>\n\n\n\n

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And if your tag is already created before, then you will get that your tag already exists.<\/p>\n\n\n\n

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Step 5:<\/strong> Now click on the boxes in the top right corner near the profile icon.<\/p>\n\n\n\n

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Click on Import Contact.<\/p>\n\n\n\n

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Step 6:<\/strong> Now, click on choose file to upload the csv file.<\/p>\n\n\n\n

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Step 7:<\/strong> Now select the file you wan to upload on CRM & click on Open<\/strong> button.<\/p>\n\n\n\n

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Note:<\/strong> Supported file format – Comma-separated values (.csv)<\/p>\n\n\n\n

Once selected, click on Upload CSV button to upload the file.<\/p>\n\n\n\n

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Step 8:<\/strong> When your data will be uploaded you get a count of Fresh data, Duplicate data and Remaining date(not uploaded).<\/p>\n\n\n\n

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Step 9:<\/strong> To get status of data uploaded & CIDs, click on Download Now <\/strong>button.<\/p>\n\n\n\n

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Step 10:<\/strong> Now the file downloaded will be exactly same to the file uploaded, following columns will be added –<\/p>\n\n\n\n