CSV Formatting Tips for Smooth Imports

A clean CSV ensures your import goes smoothly. 1. Use simple column headers Examples: 2. Avoid special characters Characters like #, &, or | can break imports. 3. Use UTF‑8 encoding This prevents issues with accents or special letters. 4. Keep tags comma‑separated Example: client,high priority,q2 outreach 5. Remove empty rows Blank rows can cause … Read more

How MyContactManager Handles Your Privacy

MyContactManager.me is built on a simple principle: Your data is yours. Always. 1. Your contacts are private No one else can see your data. 2. No selling or sharing Your information is never shared with third parties. 3. Secure storage Your data is stored using modern security practices. 4. You can export anytime You always … Read more

Backing Up Your CRM Data

Even though MyContactManager.me stores your data securely, it’s smart to keep your own backup. 1. Export your contacts regularly Download your CSV monthly or quarterly. 2. Store backups safely Options: 3. Keep multiple versions This protects you from accidental deletions or changes. 4. Why backups matter Your CRM is a relationship engine — keeping a … Read more

Exporting Your Data

You can download your entire contact list anytime for backup or migration. 1. Go to the Export page Use the top menu or dashboard link. 2. Click “Export Contacts” This generates a CSV file containing: 3. Save the file Your browser will download the CSV automatically. Why exporting matters

Importing Contacts

If you already have contacts stored in another system, you can bring them into MyContactManager.me quickly using a CSV file. 1. Prepare your CSV file Your CSV should include simple column headers such as: Tip: Tags can be comma‑separated inside the cell. 2. Go to the Import page From your dashboard or menu, click Import … Read more