new
Lead Generation
#226: New Feature: Bulk Import Now Available
You can now easily
import multiple contacts, opportunities, or data entries
using the new Bulk Import
feature.What you can do:
- Upload Excel files
- Map fields before import
- See status: Success, Warning, or Error
- Preview before final import
How Bulk Import Works:
- Go to the Bulk Import Section
Navigate to the module (e.g., Contacts, Opportunities) → Click on
Bulk Import
.- Upload Excel File
Select and upload your Excel (.xlsx) file with the data you want to import.
- Field Mapping
Match the columns in your Excel file with the system fields using the
Field Mapping
step.- Preview the Data
Click on
Preview
to review how the imported data will look.- Check Status
After importing, you’ll see:
- Success: Data imported correctly
- Warning: Imported with issues (e.g., missing optional fields)
- Error: Failed due to invalid data
- Import Finalization
Click
Import
to finalize. The data will appear in the table immediately.Speed up your work by importing data in just a few clicks!