Before you can import your contacts list into AdvisorStream, you'll need to export from your CRM and properly format the data.
This is the list of individuals you'd like to receive your weekly newsletter.The only information AdvisorStream requires is, first name, last name, email address.
We will only import unique contacts, based on the email address. The contact info must be formatted within separate columns in an Excel or CSV, other formats are not supported.
Below we've included how to export from commonly used CRMS
Exporting Contacts from Redtail
Exporting Contacts from Outlook (multiple versions)
Exporting Contacts from Gmail (Scroll down and click on “Export contacts”)
Exporting Contacts from Salesforce
Once you have your contacts downloaded, you can open them in Excel and copy and paste them over to AdvisorStream.
- First name
- Last Name
- Email address