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:

clients base


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

CSV file


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.

contact import