How can I Upload all My Customers at once?

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.

Related Links

Read more about steps to import: