{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/49fb6ba059c54a1396dadd967b44d307\" frameborder=\"0\" width=\"3840\" height=\"2880\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":2880,"width":3840,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":2880,"thumbnail_width":3840,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/49fb6ba059c54a1396dadd967b44d307-019172808e769ac9.gif","duration":312.205,"title":"How to Import Contacts into CanyonOps from Your CRM","description":"In this video, I walk you through the process of importing contacts into Canyon Ops from your CRM, specifically using Wealthbox as an example. After exporting your contacts to a CSV file, you will upload it into Canyon Ops and map the service tiers for each household. I demonstrate how to assign tiers efficiently, including bulk assignments for clients with the same level. Once everything is mapped, you can proceed to import the households, which will update existing entries if necessary. Please ensure to review the tasks assigned for each client as we only display upcoming tasks for the current year."}