Import contacts from GoldMine
Importing GoldMine contacts
In GoldMine, do the following:
- Go to Tools > Import/Export Wizard > Export Records.
- Select "Export to a new file" and "ASCII file type".
- Click Next.
- Select a filter or all the records that you want to export.
- Highlight the specific fields you also want to export and click "Add field".
- Define where you want to save the file.
Next, prepare the file and import into your account.
- Open the saved file in Excel.
- Go to File > Save as and save as a .csv file.
Your file is now ready to upload into Purlem.