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How to import contacts and deals from CSV

This how-to guide provides a step-by-step process for importing contacts and deals from a CSV file, ensuring that your data transfer is smooth and efficient.

victoriaworkflowsvictoriaworkflows
·17 steps·78 views·Published

This how-to guide provides a step-by-step process for importing contacts and deals from a CSV file, ensuring that your data transfer is smooth and efficient. Follow the outlined steps to easily upload your spreadsheets and complete the import.

Step-by-step Guide17 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click Import data

    Click Import data
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  4. Click Next

    Click Next
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  5. Click Upload spreadsheet (.XLSX, .CSV)

    Click Upload spreadsheet (.XLSX, .CSV)
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  6. Click Next

    Click Next
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  7. Click Next

    Click Next
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  8. Click Start import

    Click Start import
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  9. Click on "Click here."

    Click on "Click here."
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  10. Click Import data

    Click Import data
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  11. Click Next

    Click Next
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  12. Click Upload spreadsheet (.XLSX, .CSV)

    Click Upload spreadsheet (.XLSX, .CSV)
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  13. Click Next

    Click Next
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  14. Click Next

    Click Next
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  15. Click Start import

    Click Start import
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  16. Press =

  17. Click on "Click here."

    Click on "Click here."
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