BOMA

How do I export Contacts from iFirm as a CSV?

Access how to instructions from iFirm support <a href="http://help.cchifirm.co.nz/contacts_custom_details_report" rel="nofollow noopener noreferrer" target="_blank">here</a>.

FAQ on CSV files here: <a href="https://support.bomamarketing.com/en/articles/1516990-how-do-i-upload-a-csv-file-with-new-contacts-into-boma" rel="nofollow noopener noreferrer" target="_blank">How do I upload a CSV file into BOMA</a>

To upload a CSV file containing new contacts to Boma click on Contacts in the main menu. 

Next, click on the CSV Import button and follow the onscreen instructions.

- To upload a CSV file containing new contacts to Boma click on Contacts in the main menu. 
- Next, click on the CSV Import button and follow the onscreen instructions.

You can also download an example CSV file which contains the required field structure.

Once you've uploaded the CSV file successfully you can Tag the new contacts so you can find them in your contact database.

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<a href="https://support.bomamarketing.com/en/articles/2765948-updating-contacts-in-boma" rel="nofollow noopener noreferrer" target="_blank">Updating contacts in BOMA</a>

<a href="http://support.bomamarketing.com/en/articles/2859537-changing-a-contact-s-email-address">Changing a contact's email address</a>

<a href="http://support.bomamarketing.com/en/articles/5521790-how-to-add-contact-s-that-have-unsubscribed-from-your-boma-database">How to add contact/s that have unsubscribed from your BOMA database</a>

<a href="http://support.bomamarketing.com/en/articles/3956905-how-do-i-export-my-contacts">How do I export my contacts?</a>

<a href="http://support.bomamarketing.com/en/articles/1516996-how-do-i-delete-a-contact">How do I delete a contact?</a>

<a href="http://support.bomamarketing.com/en/articles/1516997-how-do-i-find-a-contact">How do I find a contact?</a>

<a href="http://support.bomamarketing.com/en/articles/1516995-how-do-i-add-a-tag-to-my-contacts">How do I add a Tag to my contacts?</a>

<a href="http://support.bomamarketing.com/en/articles/1516992-how-do-i-edit-a-contact">How do I edit a Contact?</a>

<a href="http://support.bomamarketing.com/en/articles/1516990-how-do-i-upload-a-csv-file-with-new-contacts-into-boma">How do I upload a CSV file with new contacts into BOMA?</a>

<a href="http://support.bomamarketing.com/en/articles/1516988-how-do-i-upload-new-contacts-into-boma">How do I upload new contacts into BOMA?</a>

<a href="http://support.bomamarketing.com/en/articles/1516989-how-do-i-import-my-non-xero-clients-into-boma">How do I import my non-Xero clients into BOMA?</a>

- You can also download an example CSV file which contains the required field structure.
- Once you've uploaded the CSV file successfully you can Tag the new contacts so you can find them in your contact database.
 
 
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 Further Reading:
 <a href="https://support.bomamarketing.com/en/articles/2765948-updating-contacts-in-boma" rel="nofollow noopener noreferrer" target="_blank">Updating contacts in BOMA</a>
 <a href="http://support.bomamarketing.com/en/articles/2859537-changing-a-contact-s-email-address">Changing a contact's email address</a>
 <a href="http://support.bomamarketing.com/en/articles/5521790-how-to-add-contact-s-that-have-unsubscribed-from-your-boma-database">How to add contact/s that have unsubscribed from your BOMA database</a>
 <a href="http://support.bomamarketing.com/en/articles/1945004-gdpr-in-boma">GDPR in BOMA</a>
 <a href="http://support.bomamarketing.com/en/articles/3956905-how-do-i-export-my-contacts">How do I export my contacts?</a>
 <a href="http://support.bomamarketing.com/en/articles/1516996-how-do-i-delete-a-contact">How do I delete a contact?</a>
 <a href="http://support.bomamarketing.com/en/articles/1516997-how-do-i-find-a-contact">How do I find a contact?</a>
 <a href="http://support.bomamarketing.com/en/articles/1516994-what-is-a-tag-and-how-do-i-use-them-in-boma">What is a tag and how do I use them in BOMA?</a>
 <a href="http://support.bomamarketing.com/en/articles/1516995-how-do-i-add-a-tag-to-my-contacts">How do I add a Tag to my contacts?</a>
 <a href="http://support.bomamarketing.com/en/articles/1516992-how-do-i-edit-a-contact">How do I edit a Contact?</a>
 <a href="http://support.bomamarketing.com/en/articles/1516990-how-do-i-upload-a-csv-file-with-new-contacts-into-boma">How do I upload a CSV file with new contacts into BOMA?</a>
 <a href="http://support.bomamarketing.com/en/articles/1516988-how-do-i-upload-new-contacts-into-boma">How do I upload new contacts into BOMA?</a>
 <a href="http://support.bomamarketing.com/en/articles/1516989-how-do-i-import-my-non-xero-clients-into-boma">How do I import my non-Xero clients into BOMA?</a>