Getting Started with CSV Importer Welcome to the Jetpack CRM CSV Importer Extension documentation. The CSV Importer is part of the Jetpack CRM Data tool kit,...
CSV Requirements Importing a customer into Jetpack CRM couldn’t be easier. Especially when using the CSV Importer. Before we get started, we’ll...
How to upload Customers from a CSV file This guide will give you a basic walkthrough of uploading Contacts/Customers into Jetpack CRM by importing a CSV file. If...
How should my CSV be formatted? CSV files are easy to create and easily exported from Microsoft Excel or Google Sheets. Other intelligent people have explained...
CSV Tagger Basics (in CSV Importer PRO v1.3+) As of v1.3+ of CSV Importer Pro you can bulk-tag customers by uploading a CSV consisting of 2 columns: ID/Email...
Server Max Execution time (For long-running pages) If you’ve seen a notice in your WordPress admin which complains about a low Max Execution Time then this page will...
Importing Transactions into Jetpack CRM with CSV Importer PRO This guide will cover a basic import of transactions, with assignment to contacts or companies, into Jetpack CRM. We will...
How to Map CSV Importer Fields While there are other guides on CSV Importer (free and Pro), this guide is specifically about the Mapping step, which we...
Can I import custom fields with CSV Importer? Short answer: yes! You can import custom fields along with all other contact fields in CSV Importer PRO from v1.5...
Can I import tags with CSV Importer? Short answer: Yes! There are two ways you can import/update tags with CSV Importer Pro: You can tag contacts &...