MioWorks allows you to quickly import your contacts from Gmail. On a regular basis you can run this import procedure to keep your MioWorks.com client database in sync with your Gmail account. MioWorks is smart enough to only import new contact records. To perform the import, log into your MioWorks.com account. Click on the “Contacts” tab and then click on the “Import from Gmail” link on the right side of the screen then follow these steps:
1. Authorize MioWorks to access your Google contacts. To do this start by clicking on the link “click here to authorize MioWorks.com”.
- Import your Gmail contacts
2. By clicking on the link, we will open up a new page on the Google website for you. If you are not currently logged into your Gmail account you will be asked to authenticate. After you log in, then you will be asked if you agree to permit MioWorks.com to access your contacts.
- Grant MioWorks Access
3. Once your grant access to MioWorks.com, you will be returned to the MioWorks contact import panel. This is where you fill in your Gmail address, the contact type that will be set for each of these contacts (choose from Customer, Prospect, Supplier, Employee or General). You can also add tags to help you identify the contacts from this import. By default we add a tag called gmail_import with today’s date appended to it. You may change this to anything that you would like so that you can identify the contacts from this import. Lastly you can assign the owner of these contacts. By default the owner will be the account that is performing the import but you may select any employee in the system to own the records.
- Set the import information
After you complete the form, you click on the “Import” button. MioWorks will automatically import all of your contacts while you wait. Depending on the size of the import, your new records will be available to you in just a few seconds to a few minutes.
If you would like to see all of the contacts that were imported, click on the “contacts” tab and then click on the appropriate keyword in the tag cloud found on the right hand side. The list of contacts will automatically be filtered and only display those records that were imported.
Once the contacts have been added to MioWorks you can now start to enhance the profiles with additional information, notes or background information. You can also enable a customer portal just by clicking on “activate” in the client record. Once activated the contact will get an email with login information and then the two of you can share files, have online discussions and keep profile information up to date.
