There may be times where you would like to export the contacts you have in your STELLARMLS Matrix account and bring them into the CRM. Below are instructions on how to pull the relevant contact information into a file.
Follow these steps:
1. After logging into Matrix, click on “My Matrix” from the main menu, and then click on “Contacts.”
2. From the contacts page, select the people you’d like to export by clicking the checkbox next to their name. To select everyone on the page, click the Actions Box in the column labels. If you would like to export all contacts you can select Export and will receive a download for all these contacts.
Alternatively you can select and click on the checkbox and select those contact you would like to export.
3. Click the “Export” button, and save the downloaded file to your computer. Depending on the browser you’re using and your computer’s settings, you may or may not be prompted to choose where the file will be saved.
That’s all it takes! Before you import, it’s a good idea to open your list in Excel and review it for people who you may not want to include. If you find some, make the changes and save the document as a new file (use “Save As” and change the file type to CSV – comma separated values), Once the file is saved, you can follow the steps for importing contacts