Your contact information across devices
Access your CRM records from supported web, mobile and desktop applications. Check the current platform options before installing.
What is a cloud contact CRM?
A cloud contact CRM stores your contact information online so authorized users can access the same workspace from supported devices. My Contacts Cloud keeps contacts, interactions, documents, meetings and follow-up in that workspace.
Importing brings data into the CRM. It is a separate operation from maintaining automatic two-way synchronization with the original address book.
Choose how to bring in your contacts
Google or Microsoft contacts
Choose the import option for Google or Microsoft and review the contacts available for selection. Authorizing access to a provider and importing contacts are separate from signing in to the CRM.
Apple contacts
Use the supported Apple address-book access in the relevant application. Availability and permissions depend on the device and platform.
Excel or a CSV source
Select a .xlsx file in the Excel import form and map its columns. Save CSV files as .xlsx first. The importer reads the first worksheet. Its field mapping form differs from the contact selection offered by provider imports.
Review the imported records
Check a small batch and the duplicate rules before importing the remainder. Imports use the workspace’s available contact capacity.
Continue from the same shared workspace
Authorized team access
Owners and members use the shared workspace. Every user needs a verified email address; a contact record is not a login account.
Updates in the CRM
When the team updates a record in the workspace, you can refer to that CRM record as you continue working with the contact.
History and next actions
Keep interactions, reminders and meeting details available for whoever follows up next.
Import is different from external synchronization
Import support does not by itself mean that later changes in Google, Microsoft or Apple contacts are continuously copied into the CRM, or that CRM edits are written back to the source. Check the specific workflow before relying on external synchronization.
Contact import, provider sign-in and authorized email sending are distinct operations. Similarly, saving meeting access details in an event does not create a two-way connection to an external calendar.
Frequently asked questions
What does cloud CRM mean?
The CRM’s data is stored online, where authorized users can access it from supported devices.
Does importing contacts establish automatic two-way synchronization?
No. Importing data is different from continuously synchronizing it with the source address book. Check the specific provider workflow before relying on synchronization.
Do all import routes have the same preview?
No. Provider imports have their own contact selection. For Excel, you select a workbook and map its columns to contact fields.
Can I import a CSV through the Excel form?
Save the CSV as .xlsx first, keep the contact data on the first worksheet and map the columns in the import form.
Can a team share the workspace?
Yes. Authorized owners and members work in the shared workspace. All users need a verified email address.
Where can I check supported platforms?
See the page about the same contact across web, mobile and desktop, and the official application links on the website.
Try it with your own contacts
Try My Contacts Cloud for 10 days with all features included. No credit card required.