Import the detailed information about companies in a few clicks and save your time!
How it works
For example, let's import the information about two companies.
Open CRM section > click the cogwheel button > Import Companies.
You can also download the import file example to save time creating CSV spreadsheet. Also, tick Import details if you need to import banking details.
Open the downloaded file and fill the empty cells.
Upload file, select column separator and make sure Import details option is activated.
Configure field mapping.
Configure duplicates control.
Done! Companies were successfully imported.
All the entered information appears in the CRM form of the imported company.