Planning Pod gives you the option to import Contacts directly from other applications, including:
- Constant Contact
- Vertical Response
To Import Contacts From Another Application:
- Click on "Contacts" in the main navigation bar.
- Click on the "Import" button.
- Find the application that you want to import Contacts from.
- 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.
- 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.