Import

  • 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 ✓ Th...

  • 1. Import locations

    If you need to add or update more than 5 locations, we recommend using a spreadsheet to save time. Download the CSV template with the required columns...

  • 2. Import users (i.e. Team)

    If you need to add or update more than 5 users, we recommend using a spreadsheet to save time. Download the CSV template with the required columns. ...

  • 3. Import referrers

      Need help?Get help with technical questions. Schedule Zoom call

  • 4. Import referrals

      Need help?Get help with technical questions. Schedule Zoom call

  • 5. Import deals & transactions

    If you need to add or update multiple transactions, we recommend importing data from a spreadsheet to save time. Deals vs. Transactions Deal:  A deal...