Often you might need to update your information in CRM from the outside. Perhaps you receive customer information from your website to spreadsheet or something similar. In that case, the import feature is now your favorite feature.
Let's find out how to utilize it to its maximum.
- First, you need to change your client data from a spreadsheet (Google Sheets, Microsoft Excel, LibreOffice Calc, etc.) to a CSV format.
2. Then, select "Import" feature either from NetHunt main button...
or from Settings.
3. Taking into account that you are constantly updating only one folder (for example, Leads), you will have 3 steps of migration.
Choose the folder where you update the information (1), map your CSV columns with fields in the destination folder (2) and head to the final step - duplicate management (3).
4. Enable "Duplicate check" (1), choose the action whether to import and update everything (2) or to ignore duplicates (3) and set up the field you would like to check duplicates by (4).
We recommend to use Email field to check for the duplicates as it is the most unique one.
That was it!