You can now export your customers from InTouch to an Excel spreadsheet, which helps facilitate importing them into Strive using our built-in Import Contacts from CSV File action. Here are the steps to import an InTouch customer export file.

Export your customers from InTouch:

1.  Go to the Customers view of myCustomers and select all your customers by using the Select All Customers action.
2.  Export all of your customers to an Excel file using the Export action.

Import the exported customers Excel file into Strive:

1.  Open the exported Excel file into Microsoft Excel, or other compatible program.
2.  Save the file as a CSV from the Excel File > Save As... action.
3.  Answer Yes to the dialog that appears after clicking the Save button.
4.  In Strive use the Import/Export > Import Contacts from CSV File action found under the main application menu.
5.  Select the CSV file that you saved in step 2.