Import/Export

Import/Export - Importing Customer/Contact Information
Back Step    Action   1.     Select {Settings} and then select {Import/Export} under Customer.   2.     Select {Choose File}.          A modal wi...
Wed, 18 Nov, 2020 at 1:11 PM
Import/Export - Exporting Customer/Contact Information
Back Note: This export differs from the one available on CRM as it includes all customers/contacts, even those that have been deleted.  Step    ...
Wed, 18 Nov, 2020 at 1:12 PM
Import/Export - Importing Additional Locations for Customers
Back Step    Action   1.      Select {Settings} and then select {Import/Export} under Cu...
Thu, 15 Jul, 2021 at 11:11 AM
Import/Exports - Exporting Additional Locations for Customers
Back Step    Action   1.      Select {Settings} and then select {Import/Export} under Custom...
Thu, 15 Jul, 2021 at 11:11 AM