Importing Accounts & Contacts
A quick guide for importing necessary data into Pipeliner CRM
Import Your Account and Contact Data with Ease
Pipeliner allows you to easily import existing data such as accounts and contacts into your sales space using .csv files. You can configure field mapping and map any custom fields as well.
In the Importing Accounts and Contacts User Guide you will learn:
- How to prepare .csv file for import into Pipeliner
- How to upload your Accounts and Contacts
- How to configure the import, map fields and validate the data