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Wednesday, September 20, 2017
 
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Specifications for Importing Customers, Vendors, and Manufacturers

*The file spec is very important and if not done correctly, you will end up with garbage data on the program.

Complete Contact CRM Import Specifications   <--- Click to View PDF. After viewing and understanding the PDF proceed to the following steps.

 Go to the Data -- Data/Import-Export tab – Bulk Import tab


Click on the “Import Partners” button and select the file you created.
 
*The file spec is very important and if not done correctly, you will end up with garbage data on the program.
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