Address Book Imports - How To (Insider Pro exclusive feature)

You know a lot of people and you need to send a lot of gifts. What you don't want to do is have to look up all those peoples' addresses every time you want to send them a little goodie! With our address book import feature, you can upload your contacts from your favorite CRM into your Greetabl account in one fell swoop :)

Please note, your CSV download needs to include a name for each person you plan to upload. If the name fields are not filled in, the upload will fail. If you don't have a name, you can open the downloaded CSV and delete the row(s) of the people without names!

We currently support imports from the following CRMs:

For step by step instructions on how to upload your contacts, please see below.

We're still working on supporting more options so fear not! Don't see your CRM? No problem - shoot us an email to hello@greetabl.com and we'll see if we can get it added :)

Táve: Click HERE for a step by step video tutorial.  

  1. Log into your Táve account
  2. Select Address Book from the table on the left side of the screen
  3. Click on All Contacts from the dropdown that appears below address book
  4. Click the Actions dropdown on the top right of the screen
  5. Click Download CSV - all columns. This will save a CSV file to your downloads folder on your computer.
  6. Go to Greetabl and log into your account
  7. Open your account info and select Contacts from the left side table
  8. Click Import Contacts
  9. Select Táve then upload the CSV file that was just downloaded
  10. Click upload
  11. Wait....
  12. Voilà - your contacts have been imported :)

Pixify: Click HERE for a step by step video tutorial.

  1. Log into your Pixify account
  2. Select Contacts from the menu on the left side of the screen
  3. Click on Clients
  4. Click the Actions dropdown on the top right of the screen
  5. Click Export Clients, then Export All CSV
  6. Go to Greetabl and log into your account
  7. Open your account info and select Contacts from the left side table
  8. Click Import Contacts
  9. Select Pixify then upload the CSV file that was just downloaded
  10. Click upload
  11. Wait....
  12. Voilà - your contacts have been imported :)

Studio Ninja: Click HERE for a step by step video tutorial.

  1. Log into your Studio Ninja account
  2. Select Clients from the menu at the top of the screen
  3. Click Export Clients
  4. Go to Greetabl and log into your account
  5. Open your account info and select Contacts from the left side table
  6. Click Import Contacts
  7. Select Studio Ninja then upload the CSV file that was just downloaded
  8. Click upload
  9. Wait....
  10. Voilà - your contacts have been imported :)

Gmail: Click HERE for a step by step video tutorial.

  1. Log into your Gmail account
  2. Click on the grid button (a square made up of 3x3 smaller gray squares)
  3. Click on Contacts
  4. Click the More button from the menu on the left side of the screen
  5. Click Export and export your contacts as a Google CSV
  6. Go to Greetabl and log into your account
  7. Open your account info and select Contacts from the left side table
  8. Click Import Contacts
  9. Select Gmail then upload the CSV file that was just downloaded
  10. Click upload
  11. Wait....
  12. Voilà - your contacts have been imported :)

Dubsado: Click HERE for a step by step video tutorial.

  1. Log into your Dubsado account
  2. Click the dropdown arrow next to "Utilities" on the left-side menu
  3. Click on Address Book
  4. Click Export on the top right side of the screen, then click "Email Addresses"
  5. Go to Greetabl and log into your account
  6. Open your account info and select Contacts from the left side table
  7. Click Import Contacts
  8. Select Gmail then upload the CSV file that was just downloaded
  9. Click upload
  10. Wait....
  11. Voilà - your contacts have been imported :)

 

ShootQ: Click HERE for a step by step video tutorial.

  1. Log into your ShootQ account
  2. Click on "Contacts" from the left-side menu
  3. Select all the contacts you want to upload (or simply select all)
  4. Click Export Contacts, which is the third option on the selection bar.
  5. Select Export CSV
  6. Go to Greetabl and log into your account
  7. Open your account info and select Contacts from the left side table
  8. Click Import Contacts
  9. Select Gmail then upload the CSV file that was just downloaded
  10. Click upload
  11. Wait....
  12. Voilà - your contacts have been imported :)

 

Less Annoying CRM: Click HERE for a step by step video tutorial.

  1. Log into your Less Annoying CRM account
  2. Click on "Find a Contact" from the top menu - you may have to click twice!
  3. Click on Settings, then "Export Data"
  4. Click on "or download a CSV file"
    • Note: this is SUPER important. You must download as a CSV!
  5. Go to Greetabl and log into your account
  6. Open your account info and select Contacts from the left side table
  7. Click Import Contacts
  8. Select Gmail then upload the CSV file that was just downloaded
  9. Click upload
  10. Wait....
  11. Voilà - your contacts have been imported :)

 

Honeybook: Click HERE for a step by step video tutorial. 

  1. Log into your Honeybook account
  2. Click on "Contacts" from the top menu
  3. Click on "Export CSV" from the right menu
  4. Click on "or download a CSV file"
    • Note: this is SUPER important. You must download as a CSV!
  5. Go to Greetabl and log into your account
  6. Open your account info and select Contacts from the left side table
  7. Click Import Contacts
  8. Select Gmail then upload the CSV file that was just downloaded
  9. Click upload
  10. Wait....
  11. Voilà - your contacts have been imported :)
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