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Go to CRM Import
Click on 'Import CSV file
Select and upload the CSV file
Connect the CSV columns to the Squeezely data fields
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When connecting, the following columns are visible:
Make sure that each CSV field is connected to the desired Squeezely data field! |
Click on 'Save'
Go to CRM Import and check the status
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First import a test CSV with the data of a profile and see the effects of the import in the /wiki/spaces/DEMO/pages/1003323397.
Limit
When importing files manually, there’s a limit to the file size of 200MB.