Import & Export via App
Another method available to users, is to manually import and export spreadsheets. This is available for all Business models, both crm data and usage data.
Some fields are required, and field names must be identical to the “UI names” of fields, seen in the app. Keys to the Company are often required, as are some required fields on each model. Download templates are available in app.
Read more about importing and exporting spreadsheets here.
Another method available to users, is to manually import and export spreadsheets. This is available for all Business models, both crm data and usage data.
Some fields are required, and field names must be identical to the “UI names” of fields, seen in the app. Keys to the Company are often required, as are some required fields on each model. Download templates are available in app.
Read more about importing and exporting spreadsheets here.
Another method available to users, is to manually import and export spreadsheets. This is available for all Business models, both crm data and usage data.
Some fields are required, and field names must be identical to the “UI names” of fields, seen in the app. Keys to the Company are often required, as are some required fields on each model. Download templates are available in app.
Read more about importing and exporting spreadsheets here.