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Import producer contacts into your CRM

Set the column types

Extract the ZIP. Open contacts.csv with a CSV import wizard and select UTF-8. Treat producer_id, NPN, postal code and phone number as text before importing. This preserves leading zeros and the plus sign in international phone format.

Choose a matching field

Map producer_id to an external ID in your CRM. Use it for updates from the same edition. Multiple producers can share an inbox or an office phone. Matching on either can merge different people.

Test the import

Start with the masked sample to check column names. Then import a small batch from the purchased CSV into a test list. Compare row counts and inspect blanks before importing the rest.