Import to add & update data

If you need to add or update multiple records, we recommend importing data from a spreadsheet to save time.

Import Symbol Definition
Allowed ✓ The data can be added or updated using import.
Not allowed ✕ A record can only be created or updated by the referrer or system-generated.

Instructions

Import Add Update Delete Instructions
Locations ✓ ✓ Request feature View
Users (i.e. Team) ✓ ✓ Request feature View
Referrers ✕ Request feature ✕ View
Referrals ✓ ✓ Request feature View
Deals & Transactions ✓ ✓ Request feature View



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