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Solution home Settings - Customer 3.0

Import/Export

Import/Export - Importing Customer/Contact Information
Step    Action   1.     Select {Settings} and then select {Import/Export} under Customer.   2.     Select {Choose File}.          A modal window w...
Fri, 1 Nov, 2019 at 2:30 PM
Import/Export - Exporting Customer/Contact Information
Note: This export differs from the one available on CRM as it includes all customers/contacts, even those that have been deleted.  Step     Actio...
Fri, 1 Nov, 2019 at 1:28 PM
Import/Export - Importing Additional Locations for Customers
Step    Action   1.      Select {Settings} and then select {Import/Export} under Customer.   2.      Select {Choose File}.            A File Upload...
Fri, 1 Nov, 2019 at 11:46 AM