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Importing Companies

In order to import companies/contacts you must first click into any existing company.
Importing Companies
 
1

Import

Click Import.
2

Map Fields

Prior to import and import template (provided by PMWeb) must be populated.
 
  • Once import is clicked, the data mapping screen will be displayed. 
  • Click Browse to locate the import template on your computer then click upload. 
  • Once uploaded the import file field column will be populated. 
  • Click Save and your companies and contacts will be displayed on the company screen.