Notes: Column header names must follow the exact same naming scheme as provided or the import upload will fail.  Blank rows are considered empty and skipped by the importer.  It is possib...

Notes: Column header names must follow the exact same naming scheme as provided or the import upload will fail.  Blank rows are considered empty and skipped by the importer.  It is possib...

Notes: Trim leading and trailing spaces from the entire sheet using Ablebits. Column header names must follow the exact same naming scheme as provided or the import upload will fail. Blank row...

Option 1: Import Additional Locations Navigate to Settings > Customer > Import/Export Choose File or Drag and Drop File to upload Click Import and choose Contact - Additional Locations ...

Notes: Trim leading and trailing spaces from the entire sheet. If available, we recommend using the Excel add-in Ablebits to do this. Column header names must follow the exact same naming s...

Notes: Column names must follow the exact same naming scheme as provided or the import upload will fail.  Duplicate location information is accepted and will be added to the same customer. ...

Tips for Formatting Department Items .CSV for Import The following provides formatting tips when preparing your Department Items .csv for import. Notes: Column header names must follow the...

Notes: Column header names must follow the exact same naming scheme as provided or the import upload will fail. Blank rows are considered empty and skipped by the importer. Overwrites are...

Notes: At least one column must be present. All columns must be filled to be able to map with useful information. Having more columns than required is possible. Only the first row will...

Notes: Please note that this import can only be done in the back-end. After filling out the spreadsheet, please contact our Support Team for assistance.  Trim leading and trailing spaces fro...