Importing leads into Sugar CRM

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How to import sales leads into Sugar CRM

Sugar CRM is a commercial, open source Customer Relationship Management (CRM) system. The following instructions explain how to import Canadian B2B contact lists purchased through into Sugar CRM.

  1. Login to SugarCRM
  2. Click Leads
  3. Click Import import Canada sales leads into SugarCRM
  4. Select Comma Delimited File
  5. Specify "Fields qualified by double quote"
  6. Specify "Create Records" as import action Sugar CRM - using Canada company contact lists
  7. Click Next
  8. Browse and locate the CSV you purchased
  9. Specify "Has Header" adding Canadian b2b email leads for SugarCRM
  10. Click Next
  11. Do the following mapping:
    Sugar CRM field field
    Account Name Company Name
    Primary Address Street Mailing Address
    Primary Address City Mailing City
    Primary Address State Mailing Province
    Primary Address Postalcode Mailing Postal
    Alt Address Street Physical Address
    Alt Address City Physical City
    Alt Address State Physical Province
    Alt Address Postalcode Physical Postal
    Other Phone Telephone Number
    Fax Fax Number
    Other Email Email
    Name Primary Contact Name
    Title Primary Contact Title
    Office Phone Primary Contact Phone
    Email Primary Contact Email
    Account Description Profile
    how to import SugarCRM Canada sales leads
  12. Click Import Now

Why we're different:

  • Comprehensive data, with over 15 fields (contact name, email address, etc.)
  • Unlimited searching with multiple search criteria
  • Unlimited viewing and printing
  • Import direct into CRM (, ACT!, etc.)

What People are Saying:

"This was my first time buying a list. As a small business owner, I need to make every marketing dollar count. Definitely a worthwhile purchase."

F. McNought, Halifax, NS

"Quality, targeted leads for my inside sales team. I've paid a lot more, and received a lot less, from other B2B sellers"

J.Reizen, Calgary, AB