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,...
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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 &...
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