Importing contacts

You can import contacts from both CMR-JET and other applications. First export your contacts out of your own software (or CMR-JET) to a .csv file (Comma Separated Values textfile). Then use the import function in CMR-JET.

Follow these steps to import contacts in CMR-JET Volg deze stappen om contacten te importeren:

1. Click Import -> Contacts
2. Select the .csv file you exported
3. For each CMR-JET contact field, select the corresponding column in the csv file.
4. Select the category where you want to place the imported contacts (eg. customers, employees etc)

Remark: company import

When the CMR-JET import procedure encounters a contact with a 'Company name' that doesn't yet exist in the 'Companies' list, a new company will be added with the detected company name, and the imported contact will be assigned to that new company. When a company already exists with that name, the imported contact will be assigned to the existing company.

Exporting contacts

Contacts can be exported to Microsoft Excel format (.xls) or .csv. Use the .csv format if you want to import the contacts again in CMR-JET.

Follow these steps to export your contacts:

1. Click Export -> Contacts -> Choose either the Excel or the .csv format
2. Select the location where you want to save the exported file.