How Do I Import a CSV File Into CRM?

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To Import a CSV File into CRM:

 

1. Hover over "Apps"

2. Click "CRM"

App: CRM

 

3. Hover over "Contacts" 

Contacts

 

4. Along the right hand side, Click "Import Contacts" 

Import Contact

 

5. Click "CSV File"

CSV File

 

6. Click "Browse" and enter in the description

7. Click "Upload"

Contact Import System

 

8. Match the fields accordingly

9. Click "Proceed"

CSV File Uploaded

CSV Results

 

 

 

 


Updated:

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