<![CDATA[CentralStationCRM help pages]]> en Wed, 24 Jun 2026 06:20:41 +0000 <![CDATA[CentralStationCRM and phone calls - How your phone and your CRM work together optimally]]> https://help.centralstationcrm.com/en/article/342/centralstationcrm-and-phone-calls If you make a lot of phone calls, it’s worth knowing the options available for optimizing phone applications (softphones) to work with CentralStationCRM.

Not all applications offer the same features. Some, such as sipgate, include an integration option that allows for the transfer of contacts and call logs. Others allow contacts to be displayed in the CRM when incoming calls are...

]]> https://help.centralstationcrm.com/en/article/342 Mon, 19 Dec 2022 12:22:10 +0000 <![CDATA[Connecting your CRM account with third-party applications (API)]]> https://help.centralstationcrm.com/en/article/299/connecting-your-crm-account-with-third-party-applications-api There are quite a few applications which can be enabled to team up with CentralStationCRM and conveniently synchronize data in between them. However, in order to exchange data between two different products, your initial authorization is needed. Only an explicit authorization allows for one software to access data of another. 

If you want to grant third-party applications like marketing software Newsletter2Go...

]]> https://help.centralstationcrm.com/en/article/299 Thu, 15 Dec 2022 04:43:36 +0000 <![CDATA[Import contacts - How do I upload multiple people or companies to CentralStationCRM?]]> https://help.centralstationcrm.com/en/article/310/import-contacts In CentralStationCRM, you can import data from different formats in just a few steps.

Basically these are:

Excel (.xls)

Digital business cards (vCard / .vcf).

There are different ways of importing:

Upload from your hard drive (Excel, vCard)

Import via e-mail (just send a vCard to your crm-email-dropbox )

For the import via...

]]> https://help.centralstationcrm.com/en/article/310 Fri, 16 Dec 2022 11:29:48 +0000 <![CDATA[How does the pricing work? What plans are available?]]> https://help.centralstationcrm.com/en/article/298/how-does-the-pricing-work-what-plans-are-available The CentralStationCRM packages differ in three points: 

Number of active users 

Number of contacts (individuals & companies) 

unused space 

Depending on the package you have, there are different numbers of users that you can invite to collaborate. Once you disable a user, he or she will no longer count against your user limit, so that you can invite a new user. 

]]> https://help.centralstationcrm.com/en/article/298 Thu, 15 Dec 2022 04:40:26 +0000 <![CDATA[Find and delete legacy data from your account]]> https://help.centralstationcrm.com/en/article/380/find-and-delete-legacy-data-from-your-account In CentralStationCRM you can easily clean up your account by removing outdated contacts, deals or projects by using the "Find legacy data" feature. You can find it in the account settings.

With "Find legacy data" you first specify how long ago the last edit should have been taken place, in order for any records to be identified as such. You can...

]]> https://help.centralstationcrm.com/en/article/380 Wed, 18 Mar 2026 11:20:21 +0000 <![CDATA[Tags - How to tag your CRM content effectively]]> https://help.centralstationcrm.com/en/article/354/tags Tags help you organize the contacts, companies, and deals in your CRM. Tags are keywords that you define yourself and assign to contacts, etc. This allows you to categorize and filter them based on criteria you choose.

You can assign and remove tags in various ways.

Assigning and removing tags from individual items

In the detail view of a contact, company, or...

]]> https://help.centralstationcrm.com/en/article/354 Mon, 19 Dec 2022 15:20:28 +0000 <![CDATA[Custom Fields]]> https://help.centralstationcrm.com/en/article/362/custom-fields If you want to enter data for which no suitable field exists in CRM, you can create your own fields for people, companies, offers and projects. You can then also search and filter according to the contents of these fields.

Individual fields are often used, for example, for customer numbers or hourly rates. They are suitable - in contrast to...

]]> https://help.centralstationcrm.com/en/article/362 Thu, 22 Dec 2022 14:48:56 +0000 <![CDATA[Overview: Custom fields and tags]]> https://help.centralstationcrm.com/en/article/303/overview-custom-fields-and-tags In addition to the fields and tags already provided by CRM, you can also create your own. You can also search and filter your contacts, offers and projects according to these individual fields and tags.

To make the best use of them, it is advisable to understand when it is better to use tags and when to use individual fields.

Tags

Tags...

]]> https://help.centralstationcrm.com/en/article/303 Thu, 15 Dec 2022 08:28:41 +0000 <![CDATA[Zapier integration - how to set up connections to third party applications]]> https://help.centralstationcrm.com/en/article/377/zapier-integration Zapier is an online service that makes it possible to connect different web applications, transfer data and thus realize a form of process automation. Zapier supports a variety of third-party applications, including CentralStationCRM:

https://zapier.com/apps/centralstationcrm/integrations

Unlike other integrations, however, with Zapier it's not a case of simply pressing a button or entering an API key, and from then...

]]> https://help.centralstationcrm.com/en/article/377 Fri, 06 Oct 2023 11:16:35 +0000 <![CDATA[Microsoft 365 integration]]> https://help.centralstationcrm.com/en/article/372/microsoft-365-integration Microsoft 365 is a popular and widely used email service for small and large companies. With our integration, all emails you send or receive are filed with the appropriate person in the CRM. This eliminates the need for manual filing using the email filing system. The integration with Microsoft 365 thus offers even more convenience for the user. Of course,...

]]> https://help.centralstationcrm.com/en/article/372 Fri, 06 Oct 2023 11:11:50 +0000 <![CDATA[Setup Helpspace integration]]> https://help.centralstationcrm.com/en/article/340/setup-helpspace-integration

]]> https://help.centralstationcrm.com/en/article/340 Mon, 19 Dec 2022 06:07:11 +0000 <![CDATA[How to set up the integration with Fastbill.com]]> https://help.centralstationcrm.com/en/article/275/how-to-set-up-the-integration-with-fastbillcom

]]> https://help.centralstationcrm.com/en/article/275 Wed, 14 Dec 2022 13:09:01 +0000 <![CDATA[Import your MS Outlook contacts]]> https://help.centralstationcrm.com/en/article/312/import-your-ms-outlook-contacts When you start with the CRM, the first step for most of the users is to import their contacts from Microsoft Outlook. However, before you are able to import the contacts into the CRM, you first have to get them out of Outlook. From user interface point of view, the different versions of Outlook are a bit different in terms...

]]> https://help.centralstationcrm.com/en/article/312 Fri, 16 Dec 2022 12:03:01 +0000 <![CDATA[FastBill integration: How to start and what kind of data is transferred?]]> https://help.centralstationcrm.com/en/article/311/fastbill-integration-how-to-start-and-what-kind-of-data-is-transferred To set up the synchronization of CentralStationCRM and FastBill, you must have a FastBill API key in addition to your FastBill login e-mail address. This will replace your password if we want to access the data in your FastBill account. We use the API key, so we do not have to store your password at any time in plaintext.

]]> https://help.centralstationcrm.com/en/article/311 Fri, 16 Dec 2022 12:00:38 +0000 <![CDATA[Monitor events by using webhooks - How third-party applications can be connected with webhooks]]> https://help.centralstationcrm.com/en/article/481/monitor-events-by-using-webhooks Webhooks offer a way of allowing web servers to communicate directly with each other. In this way, services can be linked intelligently. With the help of webhooks, you can automatically send events in your CentralStationCRM to other applications. One example could be the creation of a new person.

Please note:

The prerequisite for this is that the other service can receive webhooks

Webhooks...

]]> https://help.centralstationcrm.com/en/article/481 Tue, 10 Jun 2025 16:40:51 +0000 <![CDATA[Export recently created contacts]]> https://help.centralstationcrm.com/en/article/309/export-recently-created-contacts To export your last listed contacts just click on “contacts”, change the listing to “date of creation”, then select the desired contacts by clicking the checkbox in front of the contact. Once you have selected at least one contact, a few options will appear above the list. You can find the export option behind the three...

]]> https://help.centralstationcrm.com/en/article/309 Fri, 16 Dec 2022 11:22:32 +0000 <![CDATA[Can I export single or multiple persons as a business card (vCard)?]]> https://help.centralstationcrm.com/en/article/308/can-i-export-single-or-multiple-persons-as-a-business-card-vcard You can download the contact data of several people as well as the contact details of a single person as a business card from CRM. The export is made in the format vCard (.vcf) and can be imported into email programs or address books.

To export several people at once, select “Export all persons as vCard” in the right...

]]> https://help.centralstationcrm.com/en/article/308 Fri, 16 Dec 2022 11:13:14 +0000 <![CDATA[Update Import: Can I import data multiple times for a mass update?]]> https://help.centralstationcrm.com/en/article/307/update-import-can-i-import-data-multiple-times-for-a-mass-update If you want to make several changes to the data in your CRM at the same time or forgot some infos in an early import (eg, tags, custom fields, notes), then you can export the data from CentralStationCRM to Excel, modify or supplement it there and then import the Excel revise. 

In the Excel export file you find the...

]]> https://help.centralstationcrm.com/en/article/307 Fri, 16 Dec 2022 09:20:19 +0000 <![CDATA[I want to create a mailing list, how can I export the data?]]> https://help.centralstationcrm.com/en/article/306/i-want-to-create-a-mailing-list-how-can-i-export-the-data In the right column of the overview page of contacts and companies you have the option to export the details of all contacts (name, address, e-mail, phone and more).

Bildschirmfoto-2022-12-15-um-13.40.40.png

You can also export previously filtered contacts / companies (based on tags or individual fields like postal code) or...

]]> https://help.centralstationcrm.com/en/article/306 Thu, 15 Dec 2022 12:50:17 +0000 <![CDATA[Can I import tasks?]]> https://help.centralstationcrm.com/en/article/305/can-i-import-tasks If you are importing contacts or companies from Excel, you can also directly import one task per person or company. While importing your sheet, you can assign the fields in your Excel file to the fields in the CRM at the bottom of the selection box. 

task-import-crm.png

To import the tasks you need three different...

]]> https://help.centralstationcrm.com/en/article/305 Thu, 15 Dec 2022 12:02:30 +0000 <![CDATA[Can I perform a data export for data backup?]]> https://help.centralstationcrm.com/en/article/300/can-i-perform-a-data-export-for-data-backup We offer several options for exporting your data. In addition to an export to Excel and vCard, we offer a complete XML based export. The advantage of the complete export is that we can supply you with all the information stored (for example all notes, all phone numbers and addresses). The Excel or vCard formats are simply not able to...

]]> https://help.centralstationcrm.com/en/article/300 Thu, 15 Dec 2022 04:54:59 +0000 <![CDATA[How to import your contacts via Excel or vCard]]> https://help.centralstationcrm.com/en/article/293/how-to-import-your-contacts-via-excel-or-vcard On the overview page you can find the tab Contacts and select Import datain the right column. If you only want to import companies you can find the same option on the overview page Companies.

Import-CRM.png

When switching from another CRM provider you normally get a file in CSV or Excel format, this you can easily upload it...

]]> https://help.centralstationcrm.com/en/article/293 Wed, 14 Dec 2022 15:05:39 +0000 <![CDATA[How can I fix errors in the character encoding of Outlook business cards?]]> https://help.centralstationcrm.com/en/article/279/how-can-i-fix-errors-in-the-character-encoding-of-outlook-business-cards How can I fix errors in the character encoding of Outlook business cards?

When importing business cards from the CRM in Outlook, there is often a problem with character encoding. You see special characters shown incorrectly, e.g. öäü

The reason for this is the character encoding for vCards (business card files) set with Outlook. To resolve the problem, you can set the...

]]> https://help.centralstationcrm.com/en/article/279 Wed, 14 Dec 2022 13:52:06 +0000 <![CDATA[In my import errors have occurred, what can be the reason and what can I do?]]> https://help.centralstationcrm.com/en/article/273/in-my-import-errors-have-occurred-what-can-be-the-reason-and-what-can-i-do If individual fields of your Excel-file could not be imported correctly, this is usually due to a lack of information in your output file. For example, to create a contact, we need at least the last name. To create a company requires the company a name. All rows in the file of a contact import, that do not contain a...

]]> https://help.centralstationcrm.com/en/article/273 Wed, 14 Dec 2022 13:04:08 +0000 <![CDATA[Rename Account name - change WEB URL]]> https://help.centralstationcrm.com/en/article/289/rename-account-name-change-web-url

]]> https://help.centralstationcrm.com/en/article/289 Wed, 14 Dec 2022 14:45:23 +0000