Importing & Migrating Data
Importing Contacts
- How to import Contacts from a CSV or Excel file
- Adding Custom Fields via import
- Adding Tags via import
- Adding DataTags via import
- How to import history
- How to assign users when importing
- How to set the Marketing Status when importing
- How to view last imports
- How to undo the last import
- CSV or Excel import troubleshooting
Importing Opportunities
- How to import Opportunities from a CSV or Excel file
- Adding Tags to Opportunities via import
- Adding Custom Fields to Opportunities via import
- Adding a Track to Opportunities via import
- How to assign users to Opportunities via import
- How to import Opportunity history
- How to view the last imports
- How to delete a list of Opportunities added by Import
- Opportunity Import CSV or Excel Troubleshooting