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From the Admin & Setup, Choose Import Data

  • Import a List of Contacts

At any time, a list of Contacts can be imported to the system via the import Wizard. Go to the Administration and Setup, the import Section.

Choose import Contacts.

Download the template and fill in the data. Make sure that there is no duplication of the combination of the First & Last Name of a Contact. Upload the excel sheet again to the system and click on Import.

The system will give you the total number of imported Contacts . Ignored Contacts that are not imported for any reason are put in a different excel sheet called Ignored Contacts that the user can download. Problems with the import are either with duplication, variation of the template or missing mandatory columns.

Mistakes can be corrected and the excel sheet can be imported again successfully.

Also, Users who are new comers to the application are prompted to import Contacts when they first access the Contacts grid.

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  • Import a list of Companies

At any time, a list of Companies can be imported to the system via the import Wizard. Go to the Administration and Setup, the import Section.

Choose import Companies

Download the template and fill in the data. Make sure that there is no duplication of the Name of the Company and Short Name. Upload the excel sheet again to the system and click on Import.

The system will give you the total number of imported Companies. Ignored Companies that are not imported for any reason are put in a different excel sheet called Ignored Companies that the user can download. Problems with the import are either with duplication, variation of the template or missing mandatory columns.

Mistakes can be corrected and the excel sheet can be imported again successfully.

Users who are new comers to the application are prompted to import Companies when they first access the Companies grid.

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