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Connecting Contacts+ and BenchmarkONE
Connecting Contacts+ and BenchmarkONE

Getting your contacts out of BenchmarkONE and ready to import into Contacts+ takes just a few minutes.

Erin Posey avatar
Written by Erin Posey
Updated over a week ago

To export your contacts out of BencharkONE and into a CSV file, follow these steps:

  • Navigate to the Contacts tab

  • Select the checkbox to the left of the "Name" column and all contacts will be selected. You may also choose to select a specifc number by clicking into the green bar that will appear across the top.

  • Select the Actions dropdown > Show More > Export Contacts

  • In the pop-up window, click Export Contacts and your download will begin

  • A CSV file will be downloaded within a few seconds

Once your CSV file has downloaded, you will need to organize your data a bit prior to importing your contacts into Contacts+. Tags will be in one column but separated by commas. In order to import them successfully into Contacts+, each tag needs to be in it's own column. Here's how to do that:

  • Select the Tag column on your CSV

  • Click on Data from your top menu and then Text to Columns

  • Step 1 of the wizard, choose Delimited > Next

  • Step 2 of the wizard, check the box next to Comma as your delimiter > Next

  • Step 3 of the wizard, choose General as your column data format > Finish. If there is data in the column next to your Tag column, you will need to designate an new Destination on this step by defining the column you want the wizard to input the first tag and the rest following.

  • SAVE your file

Your final step is to import your contacts into Contacts+. We recommend editing your CSV file and organizing the data into the fields/columns that Contacts+ accepts. To help you with this, here is an example of a Contacts+ CSV format file that you may download.

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