Before you can import your contact list(s) into AdvisorStream, you'll need to export from your CRM and properly format the data. The only information AdvisorStream requires is the first name, last name, and email address, please exclude all additional client/prospect information.
We will only import unique contacts, based on the email address. The information must be formatted within separate columns in an Excel or CSV, other formats are not supported.
In this article, you'll learn how to export
Below we've included how to export from commonly used CRMS
- Gmail
- Outlook
- Salesforce
- Microsoft Dynamics
- Wealthbox
- Apple iPhone
- Junxure
- Smart Office by Ebix
- Envestnet | Tamarac
- Zoho
- ACT
- GoldMine
- Morningstar Office
- Bill Good Marketing Gorilla CRM
- Pareto Platform
- Maximizer CRM
- Infusionsoft / Keap
- Daylight CRM
- Highrise CRM
*Tip: Create a few different Excel or CSV lists, so that you can segment your contacts.
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