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. For other CRMs, follow the instructions below:

• Act!
• Affinity CRM
• Bullhorn
• ClientLook
• Excel
• HubSpot
• Pipedrive
• RealNex CRM
• ZohoCRM
• 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, 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).

2. Update your view to contain as many of the following columns as possible (instructions on updating views):

   • 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.
   

4. When you receive the email, click the link to download the file.

   

5. Upload the file to Ren, choose Other from the dropdown menu. Click Upload All.

Bullhorn

Follow Bullhorn’s instructions on exporting data to Excel. Open this Ren page, 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, 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. 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, upload the file you downloaded, set the type as HubspotCRM, and select Upload All.

PipeDrive

1. Follow these instructions to export contacts.
2. Open this Ren page, 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), then hit Apply

   

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, upload your file, set the type as Other, then click Upload All.

ZohoCRM

Zoho’s Export Data feature will let you export Leads, Clients, and Accounts. Open this Ren page, upload your file, set the type as Other, then click Upload All.

Other platforms

If your platform isn’t listed here, please contact support.