The import data form allows you to begin using Tustena starting from a pre-existing contact list. For best results, the data should be exported from the program that you are currently using in the Comma Separated Value (.CSV) format.
For step by step instructions on how to export your data from the program you are currently using, click on the program name you are currently using.
Outlook Palm SalesForce GoldMine Other Programs
NB: If you are importing activites be sure to first import any applicable Companies, Contacts and or Leads first so that Tustena can make the cross-references between the records. If you do not indicate an "owner" for an activity it will be imported with the current user as the owner. If there is no co-related Company, Contact or Lead, Tustena cannot import the activity.