Colm Whelan Posted February 3, 2018 Posted February 3, 2018 I'd really like to import my contacts to PPSA but don't have the option to do so. Is there a way to import via CSV?
Martin_T Posted February 5, 2018 Posted February 5, 2018 On 2/3/2018 at 2:51 PM, Colm Whelan said: I'd really like to import my contacts to PPSA but don't have the option to do so. Is there a way to import via CSV? Hi Colm, If you head to your CRM > Contacts you should see an Import button (see attachment) Then you can use the template CSV provided to add your contacts in and get them imported quick and easy. Cheers, Martin ContactsList.csv
Colm Whelan Posted February 5, 2018 Author Posted February 5, 2018 Thanks for this Martin, I must be going blind. My mam did warn me though...... Martin_T 1
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now