Import of own customer data
 

How to import own contacts into CRM?

You can add your own contacts to the clients base. You can import them from a CSV file (this file can be created in MS Excel, for example).

To do this, go to the clients base and select Import clients from CSV:



Next, on your computer you will find the file from which the data will be imported:



The next step is to set the labels to columns. You can also choose not to import the first row of columns. Click the Import button at the end.