Heap CRM uses a format called "CSV" to both import and export person and lead, opportunity, customer and archive information. CSV is an incredibly common format that can be created by a large number of applications. Below is instructions from the three most popular applications:

Outlook:

1. Select File > Import/Export > Export from the main menu
2. Choose Comma Separated Values (Windows) > Select "Contacts" > Save exported file

Outlook Express:

1. Select File > Export > Address Book from the main menu
2. Select "Text File (Comma Separated Values)"
3. Click Export

Gmail:

1. Select "Contacts" from the left menu items
2. Select "Export" from the bottom buttons
3. Select "CSV"

Gmail (Direct Integration):

• Direct integration info
• More Google integration ...

Many more applications will produce CSVs, if you aren't using one of the above, please consult your application's help section.

Note: Microsoft Entourage and Apple Address Book can not export CSVs. However we have written two AppleScripts to allow you to export out of these applications:

Download Microsoft Entourage AppleScript
Download Apple Address Book AppleScript

Importing into People:

From the "People" tab select the item labeled "CSV" under the "Import" section on the bottom right.

Note: When you import when a category is selected, all of the imported items will automatically be placed in that category



Duplicate checking will ignore people who are already in your Heap account. It will also ignore duplicates within the file itself.

If this import didn't turn out how you expected, you can always undo:



Importing into Leads, Opportunities, Customers and Archives:

From the "Lead", "Opportunity", "Customer" or "Archive" tab select the item labeled "CSV" under the "Import" section on the bottom right.

Note: When you import when a category is selected, all of the imported items will automatically be placed in that category



Duplicate checking will ignore people who are already in your Heap account. It will also ignore duplicates within the file itself.

Note: Importing Leads, Opportunities, Customers and Archives will essentially perform two actions for each entry in the CSV at once:

• It will create a person
• It will create a transaction connected to the person

You can also fire a event template on each of the imports. Please be careful with this, it will create a great number of events.

If this import didn't turn out how you expected, you can always undo:




Most CSV contact data can simply be imported in to Heap, so you might try that first before going through this effort (you can undo an import). However in rare cases you might have to edit the "headers" (or first row) of your CSV in a spreadsheet application (like Microsoft Excel or Google Sheets).


Download Sample CSV


You can export in a verity of ways in Heap, but remember you always export what you are currently looking at. So if you have a category selected, you will only export that category.

Export format by section:

• Messages: RSS
• People: Google Contacts, CSV, vCard and Messages RSS / Calendar iCal based on Relationship to Person
• Leads, Opportunities, Customers and Archives: CSV, vCard and Messages RSS / Calendar iCal based on Relationship to Prospect
• Calendar: iCalendar
• Search: RSS for Message results, iCalendar for Event Results, CSV and vCard for People, Leads, Opportunities, Customers and Archive results
• Reports: CSV