The Import option helps you to import client request details from Excel or CSV files into iMaxPropertyCRM.
To import contacts
1.On the Auto Apply Rules tab, click on the Import option.
The Import page is displayed.
2. Click on Choose File.
Note: Ensure that the xls file selected is correct and does not have additional rows or columns.
3. Browse through the location where the file is stored.
4. Click Open/OK.
The file will be added.
5. Select the action type. For example: Create new records.
6. Select the unique field from the drop-down menu.
7. Click Next.
The contacts will be imported.