Planning Pod gives you the option to import Contacts directly from other applications, including:
- Constant Contact
FYI ... stay tuned for more integrations coming in 2018.
To Import Contacts From Another Application:
- Click on "Contacts" in the main navigation bar.
- Click on the "Import/Export" button.
- Under "Import", select "From Other Applications".
- Click the "Go" button to be taken to the "Settings / Connect to Other Applications Area".
- If you have not yet connected to the application you wish to import Contacts from, click on the "Connect" button under that application's logo and follow the instructions.
- Once you are connected to the application, under that application's logo, to the right of the "Import" heading, make sure the item "Planning Pod Contacts" is selected.
- Follow the instructions and select any Tags that you wish to apply to the Contacts you will be importing.
- Click "Import Now" and your Contacts will upload momentarily.