Sales
To import Client records to the CRM database
- Select “Clients” from the navigation menu.
- Select “Manage Clients“.
- Click the button “Import“.
- Complete the step “Import Options“.
- Click “Choose File” to browse your device and upload the file.
- Make sure it’s a CSV file.
- Select “Delimiter” from the drop-down menu.
- Comma Separated
- Semi column Separated
- Tab Delimited.
- “Import First Row” Checkbox: Option to tick the checkbox in case you wish to import the first row in the file.
- Click “Choose File” to browse your device and upload the file.
- Click “Next Step“.
- Complete the step “Field Mapping“: Map the system fields’ onto their correspondent column headers in the imported file.
- Note that fields with the same name are mapped automatically.
- Check the checkbox “Update an existing Client with new data” in case you wish to avoid duplicates with the previously added clients and only update their details.
- Note that fields with the same name are mapped automatically.
- Click “Import“.
- You’ll get to the “Result” view of the records imported successfully and the records that failed to be imported (if there were any).