The import button allows the user to import the data into the CRM system from other sources. Users must select the option if the business requires importing data into the CRM system in bulk from other sources. The user can carry out the steps listed below to import data.
Step 1 – Clicking on the Import button, a new pop-up “Import” screen will appear.
Step 2 – Click on the DOWNLOAD THE TEMPLATE tab. It will download the template file to the browser’s default download directory.
Step 3 – Click on the CHOOSE FILE from your laptop/system.
Step 4 – Click on the UPLOAD red button to import the data file from the device with the same prescribed template format.
Note - Before uploading, users need to change the system file text type(.pdf ) same as the template text file type (Excel file) by copying it as prescribed template format.
Step 5 – “Data Inserted Successfully’’ message will pop up on the screen at the bottom left after uploading.
This IMPORT contact pop-up window is integrated with some more features while inserting the data.