Bulk contact upload in Contacts
In this article, you will learn: Custom fields in CSV Upload for Contacts Custom data upload in CSV upload Uploading Contact using Excel With this
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Data upload
How to Upload List and Save List ?
Refer the instructions in below video:https://s3-us-west-2.amazonaws.com/www-insuredmine-com/Videos/Upload+List+and+save+List.mp4
CSV Upload Header mapping: Directory
You can upload a contact list in Contact directory as a CSV file with header sequence and name of your choice. As you can map
Periodic data upload – Manual
It is time to refresh your data! As your agency management application is locally hosted data, you can send it to our secured AWS bucket
