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A CSV file can be manually imported into Squeezely as follows:

  • Go to CRM Import

  • Click on 'Import CSV file

  • Select and upload the CSV file

  • Connect the CSV columns to the Squeezely data fields

 Example CSV columns and Squeezely data fields

When connecting, the following columns are visible:

  • CSV Field: the first row of the CSV

  • Squeezely Field: the name of the data field in Squeezely

Make sure that each CSV field is connected to the desired Squeezely data field!

(lightbulb) Tips

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.

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