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Importing Data Questions
How To Do a Contact Import
#195
Create an .XLS or .CSV file with the information for your contacts. Go to Contacts > Import from File, select your file, and upload. You can set up your file so that the contacts will be tagged upon import.
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Importing Data
Contact Import Tool
How to Import Categories for Contacts utilizing Custom Fields
#282
00:03:07
In this article we will cover importing custom field data that have either 1 to 1 or 1 to many relationship, such as Regions ( only one region per contact ) and Categories ( one contact can have many categories )
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Importing Data
Contact Import Tool
Reference: What Contact Fields Can I Import Data Into?
#227
Shows you what contact fields you can import data into
2 people found this useful.
Importing Data
Contact Import Tool
How to Import a List of Contacts and Assign Them as Leads to your Users
#191
00:02:17
Learn how you can import a list of contacts and automatically create leads for them and assign them to a member of your sales team.
1 people found this useful.
Importing Data
Sales Leads
Contact Import Tool
How to Migrate Over Data from Highrise or Basecamp
#160
You can import over your Basecamp or Highrise information by going to "Contacts" --> "Import from File". Open the article to see how your information will come over.
2 people found this useful.
Importing Data
Reference: A List of Contact Import *.csv or *.xls Headers Detected by WORK[etc]
#10
Complete list of all field types WORKetc can auto-match when importing contacts.
6 people found this useful.
Importing Data
Contact Import Tool
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