Teamleader offers you several ways of adding contacts and companies to Teamleader but the most efficient way is probably the import of an excel or a csv file. Simply follow the steps to fill up your CRM.

  1. First step is to check your excel or csv file. Check this article for more information.
  1. Navigate to “Contacts” or “Companies” depending on what you want to import.

Note: You do have the option to import both of them in one go as long as they are in one sheet. Check here for more information.

  1. Click on “Import” in the right hand corner.
  1. In the next pop up window you go for “Choose File”.

Note: You can only upload XLS, XLSX or CSV files.

  1. Choose the right file from your storage.
  1. Match the columns with the right fields. 

Notes:

  • Teamleader does match some columns automatically. However, you should still check every column and match it accordingly.
  • Make sure that every available value in the dropdown menu is only chosen maximum once.

           

  1. Fill in standard values in case a cell of a compulsory value is empty.
  • Country
  • Language
  • Account manager (in case of an import of companies)
  1. Click on “Preview

            Note: In case you receive an error message:

  1. In case you have contacts or companies with the same name in your file, Teamleader gives you merging options. Check here for more information.
  1. Click “Do import now”.

Note: In case something went wrong, you can undo the import. Check here for more information.