It's super easy to upload a client list into your Rave CRM or to export your existing client list from it.  


How to Import your Client List CSV


To upload your Client List CSV, access your Leads & Clients list page by clicking on the CRM button, and then the 'CSV Import' button to the top right of the screen.  


This will open the Leads & Clients Upload CSV pop-up, where you can drag and drop your CSV file or click on the 'File input' field to open your file browser and select your CSV file. Once selected, click Proceed to continue. 

Note: Whenever there is an upload CSV file option, we will always provide you with the required example file to download and copy your data into, and mandatory fields are marked with an * - this helps to ensure your details are in the right field, and that you are not missing any required data for a successful upload. 






CSV Import Notes: 

  • Date Format - All dates must be entered in the format dd/mm/yyyy
  • Last Contact Date /Time - This field must include both date and time in the format dd/mm/yyyy 12:00:00pm. If no time is provided, Rave will default the time to midnight, as this is a required field.
  • Enquiry Salesperson - Enter the full name (first and last) exactly as it appears in the Salesperson's Rave profile.
  • Unique Email Addresses - Each Client must have a unique email address. If an email address already exists in Rave (e.g. test@example.com assigned to Rachel Green) and you upload a new CSV with the same email but a different name (e.g. Ross Green), the original Client will be overwritten.



How to Export your Leads & Client List

You can export your CRM Leads & Client list as displayed - applying filters as required - or by selecting a previously saved Client/Enquiry export template.

 

Export your Displayed Leads & Client List


To export your displayed CRM Leads & Client list, first apply any required filters i.e. for a targeted sales email, you might apply some Sales Pipeline stages filters prior to exporting our list as a CSV file.  Then, when you're ready, click on the 'Export' button to the top right of the screen.  

This will open the Export Leads/Clients List pop-up - where you can choose via the template drop-down, how to export your client list:

  • System Standard - will export only the data displayed on screen - with any filters applied.
  • You can select any previously saved Client/Enquiry export template - all of which will be listed here.


Once selected, click the "Export" button to proceed.  This will extract your client list as a CSV file, and add it to your devices download files list.


 

 

 


Export your Leads & Client List with a Previously Saved Custom Export Template


To export your CRM Leads & Client list, with a previously saved template, click on the 'Export' button to the top right of the screen.  This will open the Export Leads/Clients List pop-up - where you can choose via the template drop-down, how to export your client list:

  • System Standard - will export only the data displayed on screen - with any filters applied
  • Or you can select any previously saved Client/Enquiry export template - all of which will be listed here


Select the Export template you would like to use, then click the Export button to continue.  This will extract your customised client list as a CSV file, and add it to your devices download files list.


To create a custom Leads & Clients list export template - to populate your Export Leads/Clients List dropdown - check out our CRM - Email and Export Templates FAQ for assistance.