In order to import CRM Accounts, Contacts, Leads or Opportunities, click on the Import button at the bottom right side.
Note that the file should be in a CSV form.
Once you click on the Import button, you will be asked to choose the file to import.
After you have uploaded, you will be asked to match the columns of kpi.com with your file’s columns such as: account name, account type, email address etc.
If your file has duplicate accounts with the same account name or email, you need to choose “Skip” option to avoid duplicates.
If you want those duplicates to be aggregated to one account, then you need to choose “Overwrite” option.
If you want those duplicates to stay as they are, you need to choose “Clone” option.
Once you have done matching and choosen the duplicate action, you can start importing the accounts. It may take a while for the system to finish the importing process depending on the size of your file.
In order to see the imported items in the system, please refresh the page.
You will be notified about the number of accounts imported in an email sent by the system.