If you have contacts within a third-party database, CRM or app such as Salesforce or ThankQ, you can sync those contacts with your contact records on Makerble.

Steps

1. Select My Apps in the top menu

2. Select Integrations

3. You arrive on the Manage Integrations page

   Open

   

4. Press Add an integration

5. Select the database you want to import data from

   1. If the database or platform you want to use is not listed, email integrations@makerble.com to have it added to your account

6. Follow the prompts to login to that database from within Makerble

7. Press the New Route button

8. Select Contacts from the dropdown list

9. Follow the Crib Sheet supplied to you by the Makerble Customer Success Team on how to configure your contacts integration