To export your contacts from Less Annoying CRM, navigate to the “Export Contacts” page from the Settings.
From this page, you can choose to download various types of data including your contacts, notes, tasks, events and pipelines.
- All phone numbers for each contact are combined in a single cell. The email addresses are formatted in the same way. They cannot be imported into Wealthbox in this format, however, they can be extracted into individual columns using the “text to columns” function in Excel.
For other tips for preparing your import file, click here.