Good evening!
Is there a way to input my current Contacts Data Base from CRM I am using to BPMonline CRM? I know I can create new Contacts manually, but there's like 10,000 of them.
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19:09 Mar 14, 2014
Hi Jacob,
Before you start working with the system, you can import necessary data from the existing CRM using Excal spreadsheets. To import records into the system, download the template for the file being imported, fill it in with account or contact data, and import the resulting file. Please find detailed instructions with the scren shots in our Customization Guide (p.86) available in the Knowledge Hub.
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