Hi Fluent CRM, it works perfectly. I did follow the instructions and my contacts were uploaded with no problem at all. Thank you! Reply
Hi Bhagesh, We have introduced the export feature in the new version of FluentCRM. Thanks for your patience. Reply
This import option needs to be more dynamic. Lets suppose I have 4 lists (course 1, course 2, course3, course 4) and 3 tags (Not Enrolled, In Progress, Completed). And we have the same values coming in the headers (Course, Status). Then, there should be the provision to map list and tags to the values in headers Course and Status in one go. Otherwise, I need to create multiple csv’s with each combination of Course and Status. This is because, If I want to use it with Teachable, as of now there is not integration provided with teachable and I will frequently import the updated data into fluent CRM manually may be daily. I cannot afford everyday to create multiple csv’s anf import them one by one. Once I have import template created inside fluent CRM, I can peacefully import the contacts. I hope you have understood my point. Reply
When migrating, am I correct in thinking that, after I have uploaded all my contact, that for every individual tag I have in Mailchimp I have to save all contacts marked with each tag as a CSV and upload that to FluentCRM. And I need to do this for every single tag I have? My understanding is that each upload updates the existing contact record with the Tag field only, and this is why I need to upload for every single tag I have. Just want to check as I have 77 tags in Mailchimp! Thanks! Reply