Video Tutorial : #
In this section we will import our files that we have corrected in previous section.
STEP # 01 #
Go to your site main menu and under Tools click on ERP Tools.
STEP # 02 #
You will be directed to the page shown below. Click on Import.
Importing File #
STEP # 03 #
This is where you import your Contact and Company CSV files.
- Select Type –> Choose Contact or Company from the options that you want to import.
- Choose CSV File from your computer that you want to import.
- Select Contact Owner from the list. (Required)
- Select Contact Group from the list. It is not selected by default instead your name is selected. (Required)