--- title: Import contacts from a CRM description: Import contacts from any CRM --- [Skip to content](https://help.rensystems.com/import-contacts-from-a-crm#main-content) [Contact support](https://help.rensystems.com/kb-tickets/new?hsLang=en) [![Ren Logo Light (1) (2)](https://help.rensystems.com/hs-fs/hubfs/Ren%20Logo%20Light%20(1)%20(2).png?width=120&height=38&name=Ren%20Logo%20Light%20(1)%20(2).png)](https://help.rensystems.com?hsLang=en) Open main navigation Close main navigation - [Contact support](https://help.rensystems.com/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [Ren Help Center](https://help.rensystems.com/?hsLang=en) 2. [Adding contacts](https://help.rensystems.com/adding-contacts?hsLang=en) # Import contacts from a CRM Clients, prospects, and other key relationships are often stored in a work-related CRM or database. Turn this data into actionable intel by uploading these relationships to Ren so you can generate and win more opportunities. Ren offers [native syncing with Salesforce](https://rensystems-8666094.hs-sites.com/grant-access-to-salesforce-sfdc?hsLang=en). For other CRMs, follow the instructions below: - [Act!](https://help.rensystems.com/import-contacts-from-a-crm#act) - [Affinity CRM](https://help.rensystems.com/import-contacts-from-a-crm#affinity) - [Bullhorn](https://help.rensystems.com/import-contacts-from-a-crm#bullhorn) - [ClientLook](https://help.rensystems.com/import-contacts-from-a-crm#clientlook) - [Excel](https://help.rensystems.com/import-contacts-from-a-crm#excel) - [HubSpot](https://help.rensystems.com/import-contacts-from-a-crm#hubspot) - [Pipedrive](https://help.rensystems.com/import-contacts-from-a-crm#pipedrive) - [RealNex CRM](https://help.rensystems.com/import-contacts-from-a-crm#realnex) - [ZohoCRM](https://help.rensystems.com/import-contacts-from-a-crm#zoho) - [Other](https://help.rensystems.com/import-contacts-from-a-crm#other) ##### Data formatting At a minimum, Ren requires the following information when importing contacts: - First name - Last name - Organization name We also recommend including the following details if available:  - Job titles - Email addresses - Phone numbers - Websites - Links to LinkedIn profiles - Dates of birth ##### Act! 1. Click **Contacts** in the left sidebar 2. Be sure you’re looking at your contacts in **List View** 3. Select **Edit Columns**, then select **\>\>** to add all your columns to the list, then hit **Save** 4. Hit the **Export to Excel** button to download your contacts 5. [Upload your downloaded file to Ren](https://app.rensystems.com/accounts/upload), choose **Other** from the dropdown menu. Click **Upload All.** ##### Affinity CRM 1. Create a People list containing relevant prospects and customers ([instructions on creating lists](https://support.affinity.co/hc/en-us/articles/115001508452-How-to-create-a-new-list-in-Affinity)). 2. Update your view to contain as many of the following columns as possible ([instructions on updating views](https://support.affinity.co/hc/en-us/articles/4420373059853)): - First Name - Last Name - Current Organization - Current Job Title - Primary Email - Phone Number - LinkedIn URL 3. Click **Export**, then choose **Export view as CSV.** You will receive an email with a link to download the CSV file. ![Export is being emailed](https://help.rensystems.com/hs-fs/hubfs/Export%20is%20being%20emailed.png?width=550&height=156&name=Export%20is%20being%20emailed.png) 4. When you receive the email, click the **link** to download the file. ![Email copy](https://help.rensystems.com/hs-fs/hubfs/Email%20copy.png?width=550&height=218&name=Email%20copy.png) 5. [Upload the file to Ren](https://app.rensystems.com/accounts/upload), choose **Other** from the dropdown menu. Click **Upload All.** ##### Bullhorn Follow Bullhorn’s [instructions](https://help.bullhorn.com/bhatsTopics/s/article/ATS-How-do-I-export-Bullhorn-data-to-Excel) on exporting data to Excel. [Open this Ren page](https://app.rensystems.com/accounts/upload), upload your file, set the type as **Other**, then click **Upload All**. ##### ClientLook 1. In the **Contacts** tab, pull up your list of contacts. If necessary, run a search to filter the list down to those contacts owned by you (filter on the “Assigned to column). 2. Select **Export** from the menu. This will download an Excel file (.xlsx) to your computer. 3. [Open this Ren page](https://app.rensystems.com/accounts/upload), upload the file you downloaded, set the type as **ClientLook**, and select **Upload All.** ##### Excel If you manage contacts or companies in a file on your computer (including Excel files), simply upload your file [here](https://app.rensystems.com/accounts/upload). The Ren team will import the contacts and companies in your file to your Ren account within 2 business days. ##### HubSpot 1. In Hubspot, create or open a list of contacts relevant to you 2. Click the **Export** button (top-right corner of the table), set the type as **CSV**, then hit **Export**. 3. Wait a few seconds for Hubspot to make the file available for download, then download the file. 4. [Open this Ren page](https://app.rensystems.com/accounts/upload), upload the file you downloaded, set the type as **HubspotCRM**, and select **Upload All**. ##### PipeDrive 1. Follow these [instructions to export contacts](https://support.pipedrive.com/en/article/exporting-data-from-pipedrive). 2. [Open this Ren page](https://app.rensystems.com/accounts/upload), upload the file you downloaded, set the type as **Other**, and select **Upload All**. ##### RealNex CRM 1. In RealNex, go to **Contacts** 2. Create a table of contacts by selecting **Views** \> **Edit** 3. Select the columns you want to export ([see here for our recommendation](https://www.notion.so/Adding-More-Contacts-and-CRM-Data-to-Ren-6be1ddb4dcf14f198868322ed6fe370c?pvs=21)), then hit **Apply** ![Screenshot 2023-06-06 at 2.05.11 PM](https://help.rensystems.com/hs-fs/hubfs/Screenshot%202023-06-06%20at%202.05.11%20PM.png?width=611&height=369&name=Screenshot%202023-06-06%20at%202.05.11%20PM.png) 4. Click **Filters \> Simple filter** and apply criteria to filter out irrelevant contacts. Contacts relevant to you are typically those where you are the creator (*Created by*) or the contact owner (*Record owner*). Hit **Search** once you’ve added all the appropriate filters. 5. Review the table to confirm the list contains your relevant contacts. If not, repeat step 4 and change the filters applied. 6. Once you’re happy with the results, select **Output \> CSV** to download your contacts as a CSV file 7. [Open this Ren page](https://app.rensystems.com/accounts/upload), upload your file, set the type as **Other**, then click **Upload All**. ##### ZohoCRM [Zoho’s Export Data](https://help.zoho.com/portal/en/kb/crm/data-administration/export-data/articles/exporting-crm-data#Troubleshooting_Tips) feature will let you export Leads, Clients, and Accounts. [Open this Ren page](https://app.rensystems.com/accounts/upload), upload your file, set the type as **Other**, then click **Upload All**. ##### Other platforms If your platform isn’t listed here, please [contact support](https://rensystems-8666094.hs-sites.com/kb-tickets/new?hsLang=en). - [Getting started](https://help.rensystems.com/getting-started?hsLang=en) - [Adding contacts](https://help.rensystems.com/adding-contacts?hsLang=en) - [Feed optimization](https://help.rensystems.com/feed-optimization?hsLang=en) - [Sharing, research, & outreach](https://help.rensystems.com/sharing-research-outreach?hsLang=en) - [Enterprise configuration](https://help.rensystems.com/enterprise-configuration?hsLang=en) - [Frequently asked questions](https://help.rensystems.com/frequently-asked-questions?hsLang=en) [![Ren Systems](https://help.rensystems.com/hs-fs/hubfs/Untitled-1_WHITE_ON_BLACK.png?width=200&height=200&name=Untitled-1_WHITE_ON_BLACK.png "Ren Systems")](http://www.rensystems.com) Copyright © 2025, Ren Systems