How can I import my contacts into Onproad’s dashboard?
Isabel Reyes
Last Update 2 years ago
Whether you are migrating from another platform or just getting started you can easily import your company data to our platform.
1- Navigate to the CRM “sales” and click on companies tab
2- Before starting the import gather all your companies' data in an excel spreadsheet and make sure you organize and create the columns are required by our system in order to upload the file successfully.
Tip: When trying to import, download the example file and replace the values accordingly.
*You can also download the sample file here *
3- Click on the import tab located in the right corner of your company's information dashboard
4- You will now see the page where you can upload the file once you have it ready with the columns and necessary data.
5- Choose your file and click “import”, refresh your dashboard using F5 and now you should be able to see your companies' data.