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How can I import my contacts from Excel?

In order to import contacts from excel you need to save your excel file as CSV. Open your file in Excel, then go to “File / Save as” and select comma separated values text file (CSV UTF-8). Then simply upload the new file! Please be advised that your CSV file must include the same number of fields you have in Onpipeline.

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Onpipeline is a great sales CRM to build and visually manage your sales pipeline, get and organize Leads from 3rd parties through web forms and API, and much more.