Patent ID: 8332440

Claim:
A method executed on a computing device for automated importing of contact information from an email, contact management, scheduling (ECS) application to a customer relationship management (CRM) application, the method comprising: analyzing contacts in the ECS application at a CRM import module; presenting a plurality of contact groupings for selection to be imported; receiving contact grouping selection; presenting one or more tasks associated with importing contact data and communication history data to the CRM application in at least two distinct views on a CRM import module user interface for enabling a user to select one or more of: contacts, folders, groups, and the communication history data for importing to the CRM application; and importing the contact data for the contacts included in the selected groupings and the communication history data associated with the contact data from an ECS contact store associated with the ECS application to the CRM application by automatically creating hierarchical relationships based on a data structure of the CRM application.