Import Contacts

Introduction

This tutorial will guide you through the process of importing your contacts into your Oh My Hi website. We’ll cover steps like setting up custom fields, exporting contacts from your CRM, and mapping fields during the import process.

Step-by-Step Guide

1. Set Up Custom Fields:
   • Identify necessary fields: Determine if you need any additional fields beyond the standard ones (name, email, phone, etc.).
   • Create custom fields: In your Oh My Hi website settings, add custom fields for any required data.
2. Export Contacts from Your CRM:
   • Choose your CRM: Select the platform where your contacts are stored (e.g., ConvertKit, Mailchimp).
   • Export the list: Follow your CRM’s instructions to export your contacts as a CSV file.
3. Import Contacts into Oh My Hi:
   • Navigate to contacts: Go to the “Contacts” section of your Oh My Hi website.
   • Start import: Click the “Import” button.
   • Choose CSV: Select the CSV file you exported from your CRM.
   • Map fields: Match the fields from your CSV file to the corresponding fields in Oh My Hi.
   • Configure settings: Adjust settings like whether to update existing contacts or trigger automations.
   • Confirm import: Review your choices and confirm the import.