How to Import Company details

The Import option helps you import contacts from Excel or CSV files into iMaxPropertyCRM.

To import company details,

1. On the Company tab, click on the Import option.The Import page is displayed.

contacts_importpage

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 details will be imported.