This guide will walk you through the process of importing contacts to Croogloo 3 different ways, via:
Google Contacts,
vCard
Excel templates.
Importing Google Contacts
Step 1:
From any page, locate the "Import Contacts" widget.
Step 2:
Select "Google Contact Import" from the list provided.
Step 3:
Select a Gmail account for synchronization.
This may take a few minutes to process.
Upon successful connection, all contacts and distribution lists stored in the Gmail account will be migrated to Croogloo.
Google Contact Import Report:
After the import process, a detailed report will be sent to your email. This report includes the total number of contacts imported, any errors encountered, and contacts that were not relayed.
Note: Duplicate contact listings are merged during the import process. Any contacts deleted in Croogloo after a Google import will be skipped in future Google imports, unless you modify this setting in your production settings.
Importing vCard Contacts
vCard, also known as VCF, is a standard file format for storing digital contacts.
Step 1:
To import contacts via vCard, click on the contact icon on the header bar.
Step 2:
From here, you can upload your vCard files.
Step 3:
Drag & Drop your vCards into Croogloo
This may take a few minutes to process.
Importing Contacts via Templates
Step 1:
To import contacts using templates, click on the contact icon on the header bar.
Step 2:
Select "Templates" from the menu panel.
Step 3:
The "Contact Import" file will automatically download.
Step 4:
Fill in your crew details.
Step 5:
Once you've completed the template, select "Upload" from within the Templates
Step 6:
Drag & drop the updated file into Croogloo and confirm the upload
This may take a few minutes
Frequently Asked Questions
Why can't I connect to Google?
Why can't I connect to Google?
Your browser is most likely blocking the authentication pop-up. Follow browser instructions to enable -
Chrome: Go to Settings > Privacy and Security > Site Settings > Pop-ups and redirects. Allow pop-ups for your site.
Safari: Go to Preferences > Websites > Pop-up Windows. Set your site to "Allow."
Firefox: Go to Settings > Privacy & Security > Permissions. Click "Exceptions" under Pop-ups and add your site.
Edge: Go to Settings > Cookies and Site Permissions > Pop-ups and redirects. Allow pop-ups for your site.
After enabling, refresh the page and try logging in again.
How do I import my contacts?
How do I import my contacts?
Find and click the "Add Contact" widget at the top right corner of every page in Croogloo. From here, select vCard to drag and drop a file, Google Contact Import to sync with a google account to import contacts, or finally Template to drag and drop a completed Excel form - this template automatically downloads when selected or can be found under the Templates tab.
How do I add an Admin?
How do I add an Admin?
You can "send invite" to any contact using the three-dot icon next to their name under contacts or directly from their contact card. This will prompt you to select their Security Access Level. Choose Admin.