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 Customer.   2.      Select {Choose File} or drag and drop the fi...
Thu, 25 Mar, 2021 at 1:09 PM