How to Migrate CRM Contacts Into Locator IQ

In this video, I guide you through the simple process of migrating contacts from one CRM to Locator IQ using a CSV file. I explain the importance of compliance and successful opt-ins while transferring contacts.

00:00 Introduction
01:46 Migrating Contacts
04:26 Importing to Locator IQ
08:45 Final Steps

## Importing Contacts from CRM to Locator IQ

### Objective

The objective of this SOP is to guide you through the process of successfully importing contacts from one CRM system to Locator IQ using a CSV file. This process ensures compliance and successful migration of contacts with opt-in consent.

### Key Steps

1. Log in to your current CRM system (e.g., ActiveCampaign).
2. Navigate to the contacts section in your CRM.
3. Export all contacts or specific lists as CSV files.
4. Access Locator IQ and go to the contacts submenu.
5. Click on the "Import" button.
6. Upload the CSV file containing your contacts.
7. Match the custom fields such as email, first name, and phone number.
8. Add tags to the imported contacts for organization and tracking.
9. Confirm that all contacts have consented to hear from you.
10. Submit the import and wait for processing to complete.
11. Verify the imported contacts by applying filters based on tags.

### Cautionary Notes

- Ensure that the contacts being imported have opted in to receive communication from your organization.
- Do not import contacts from third-party sources as it may harm your reputation and deliverability.
- Double-check the matching of custom fields to ensure accurate data transfer.
- Confirm that the CSV file format is correct (must be CSV).

### Tips for Efficiency

- Organize contacts into specific lists in your CRM before exporting to maintain organization during the import process.
- Use tags to categorize contacts for easier management within Locator IQ.
- Regularly clean up and update your contact lists to maintain compliance and deliverability.
- Utilize the seven-day free trial of Locator IQ for practice and familiarization with the platform.

By following these steps, you can seamlessly import your contacts from your CRM to Locator IQ, ensuring compliance and effective communication with your contacts.
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