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 window will open.     3.     Locate fi...
Wed, Nov 18, 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     Action   1.       Select {Settings} a...
Wed, Nov 18, 2020 at 1:12 PM
Import/Export - Importing Additional Locations for Customers
Back Step    Action   1.      Select {Settings} and then select {Import/Export} under Customer.   2.  &nb...
Thu, Jul 15, 2021 at 11:11 AM
Import/Exports - Exporting Additional Locations for Customers
Back Step    Action   1.      Select {Settings} and then select {Import/Export} under Customer.   2.    &...
Thu, Jul 15, 2021 at 11:11 AM