Click on 'Save'
Go to CRM Import and check the status
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
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
TipsFirst import a test CSV with the data of a profile and see the effects of the import in the /wiki/spaces/DEMO/pages/1003323397.
When importing files manually, there’s a limit to the file size of 200MB.