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How can I Upload all My Customers at once?

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Updated on July 26, 2017 08:11PM by Admin

Many small and medium sized business owner store their vital as well as critical customer data in Excel sheets. When they integrate a cloud based CRM such as Apptivo, it will be convenient for them to to upload their data instantly with a few mouse clicks.  To do so, follow the steps below:

  1. Log in and access Customers App from your universal navigation menu bar.
  2. Click on "More" icon and select "Import" to upload customers.
    Import

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Read more about steps to import: