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How to transfer contacts from Crosscall CORE-S4 to SalesForce Lead Import
Transfer contacts from your Crosscall CORE-S4 to the cloud server
PhoneCopy.com is a web service which is free for personal purposes (with few limitations). This tutorial will show you how to backup your data from Crosscall CORE-S4. The whole process can be completed in few minutes.
Download the PhoneCopy application from Kaios Store directly to your phone. Enter your email address. If you do not have a PhoneCopy account yet, you will be asked to create it by filling in "Registration" and then press "Sign up".
If you already have a PhoneCopy account, fill in your password. To export your contacts, press "Synchronize". Then select synchronization direction between three options: From your DEVICE to server, From SERVER to your device or Combine both. If you are not sure, use Combine both.
Select "contacts" and/or "photos" and press Synchronize. At the end of synchronization you will see status of synchronized items. In the Settings, you can set "auto sync daily".
And now it's time to transfer data to your SalesForce Lead Import
How to import contacts to Salesforce.com
Log in to Salesforce.com and at Home tab click the PhoneCopy Lead Import link.
Fill in your PhoneCopy username and password and click at "Connect to my PhoneCopy profile".
Choose if you want to import your phone book data daily or just once and press "Start" button.
Your contacts from PhoneCopy will be imported in a few minutes as Leads to salesforce, to check it, open "Leads" and click to "Go!"
Imported data:
Now you can easily edit your contacts and other resources online in your PhoneCopy profile. You have access to your contact even if you forget your phone at home.
Some additional tips:
On your online account, you will see full history of your contacts, as well as the data that you've deleted in between the synchronizations. You can find them in an archive from where you can restore them. And if this is still not enough of a backup for you, you can download a CSV file, that you can store in your computer.
