# CRM settings & data import

> Timezone and business details, and moving your fields, tags, lists, templates and contacts across from another email tool.

Source: https://knowledge.estage.com/crm/settings/
Part of the ESTAGE knowledge base (https://knowledge.estage.com). Full corpus: https://knowledge.estage.com/llms-full.txt

---
**Settings** has three tabs: **General**, **[Email sending](/email/setup/)**, and **Import**.

## General

### Regional settings

Your **timezone**. It's used for scheduled [broadcasts](/email/broadcasts/) and for reporting
dates — so a broadcast scheduled for 9am goes out at 9am *your* time, not the server's or the
reader's. Set it before you schedule anything.

### Business details

| Field | |
| --- | --- |
| **Business name** * | The legal or trading name |
| **Logo** * | Your mark |
| **Address, Country, City, State / province, ZIP** * | A real postal address |
| **Support email / phone** | How customers reach you |

Fields marked * are required.

:::caution
**Email won't work without these.** You can't create messages, broadcasts or automations until
the required business details are saved — you'll be sent here with a warning and returned to
where you were afterwards.

That's not an arbitrary gate: anti-spam law in most countries requires a real postal address in
commercial email, and these details are what fills the footer. They also appear on customer
receipts.
:::

## Import from an autoresponder

The **Import** tab moves your data out of another email tool and into the CRM. It's the migration
path — the counterpart to
[connecting an autoresponder](/project-settings/autoresponders/), which leaves your list where it
is.

### Running an import

1. **Pick a source.** Each one is badged **Connected**, **Keys needed**, or **Connect via
   OAuth**.
2. **Provide credentials** if it needs them. You can save them as the project's connection so you
   don't re-enter them next time.
3. **Choose what to import.** They're processed in a fixed order — **custom fields → tags → lists
   → email templates → contacts** — so that by the time contacts arrive, everything they refer to
   already exists.
4. **Add new contacts to** lists and tags, optionally. This applies **only to contacts that
   aren't already in the project** — your existing base isn't re-tagged or moved.
5. **Start the import.** It runs in the background: **Queued → Running → Completed** (or
   **Failed**), with live progress and, at the end, a per-entity summary and any errors.

Past runs stay in the history below, so you can see what was brought across and when.

:::caution
Importing contacts fires your active [automations](/email/automations/) — anything triggered by
*contact created* or *list subscribed*. Pause those before a large import.
:::

### What to expect from each source

Every tool models things slightly differently, so some data can't come across cleanly. These are
known and expected, not faults:

| Source | What to know |
| --- | --- |
| **Mailchimp** | Lists map to audiences. Templates come from campaigns and saved templates; campaigns with the same name are de-duplicated |
| **ActiveCampaign** | Suppression there is per-list — a contact stays sendable while active on any list, so review your [suppressions](/crm/suppressions/) after importing |
| **ConvertKit (Kit)** | No lists — forms import as lists, but the contact↔form links don't carry over. Segmentation lives on tags. No last name or phone |
| **GetResponse** | Unsubscribed contacts aren't exposed, so everything imports as active — check before your first send. Tags and fields are fetched per contact, so large imports run slowly |
| **AWeber** | Custom fields have no types there, so they all arrive as text. Templates come from broadcasts |
| **Ontraport** | Lists map to Groups; templates map to messages of type Template |

:::caution
The GetResponse and ActiveCampaign notes matter most. In both cases people who opted out can
arrive looking sendable — and emailing them produces exactly the spam complaints that damage
your [sending reputation](/email/deliverability/). After importing from either, check
[Suppressions](/crm/suppressions/) and add anyone you know has unsubscribed.
:::

### After an import

1. Check **[Suppressions](/crm/suppressions/)** — see above.
2. Look at **[Contacts](/crm/contacts/)** and confirm the custom fields landed where you expect.
3. Check your **[Lists](/crm/lists/)** — names carry across, membership sometimes doesn't, in the
   cases noted above.
4. Open an imported **[message](/email/messages/)** before sending it. Templates survive the trip
   structurally, but not always beautifully.