...
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/4817155/web_user_15.png |
|---|
|
Select the columns column you want to use for the name and phone number information, then click on the
button, as shown below:
...
Click on the Import button and paste the CSV list in the box provided, then click on the Next button:
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/4817155/web_user_18.png |
|---|
|
Choose from the drop-down list the delimiter you want to use to separate the two columns and whether you want to use the first row as a header:
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/4817155/web_user_19.png |
|---|
|
Select the column you want to use for the name and account code information, then click on the Next button, as shown below:
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/4817155/web_user_20.png |
|---|
|
The system will analyse your data and will return the number of contacts ready to be imported:
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | http://docs.tri-line.com:8090/download/attachments/4817155/web_user_17.png |
|---|
|
Click on the Import button and the contacts will be imported automatically in the system.
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/4817155/web_user_13.png |
|---|
|
Searching for an account code
...