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Importing from IXACT

Importing from IXACT

~2 min read

Say this to Closr in chat: "Bring my book over from IXACT." Then drop in your file. Closr has no IXACT connector, so it reads a CSV through the column-mapping engine.

Steps

  1. 1Export your contacts to CSV from IXACT. If you cannot find the export, ask IXACT support, or tap "Set it up for me" (/app/setup/request?source=ixact) and we will do it with you.
  2. 2In Closr, drag the CSV into chat (or use the paperclip).
  3. 3Closr reads the headers and maps the ones it recognizes. The preview shows the format as 'CSV'.
  4. 4Check the mapping, then click Import. Nothing is written until you confirm.

What comes over

The fields in the CSV: names, emails, phones, tags, notes, and address where present. Email and call history stay in IXACT.

If a column did not map, rename its header to something plain (Email, Phone, Notes) in your spreadsheet and re-drop the file. Stuck? Tap "Set it up for me" and we will do it with you.