How do I import contacts or companies into Kinesto?
Updated: Sat, Jan 28th, 2017 @ 1:23pm
Kinesto allows you to quickly import CRM contacts or companies using our
Import Data tool and supports multiple file formats including Excel XLS/XLSX, CSV (comma separated values and many other formats.
- Select the file you would like to upload
- Click Submit
- The file will be analyzed and a list of available columns will be displayed
- Select the starting row where your data is located. This allows you to establish a legend for your data to help organize your import.
- You can select the default Tool that should be used for the import. Select CRM Contacts, CRM Companies or another tool.
- For each available column you will see the column name and the data from the first row of the document. You can select the tool and field to import to.
- You can also Add New Assignments to import one row into multiple tools if applicable.
- Click Submit to process the file and import the data to the defined fields.
Tags: Companies, Contacts, CRM, CRM (Customer Relationship Management), File Import, File size, File type, Import Data