Importing Contacts From Another Application

Planning Pod gives you the option to import Contacts directly from other applications, including:

  • Google
  • Salesforce
  • MailChimp
  • Constant Contact
  • Vertical Response

To Import Contacts From Another Application:

  1. Click on "Contacts" in the main navigation bar.
  2. Click on the "Import" button.
  3. Find the application that you want to import Contacts from.
  4. If you have not provided Planning Pod with permission to access your account details in the other application, click on the "Give Planning Pod Permission Now" button and follow the instructions.
  5. If you have given Planning Pod access to your account in the other application, click on the "Schedule Import" button and follow the instructions provided.
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