Hi, I am trying to use the feature Customer/Contact import and I need a template. Tried to build one but does not work. Anyone would have a template to share.
Thanks
Hi, I am trying to use the feature Customer/Contact import and I need a template. Tried to build one but does not work. Anyone would have a template to share.
Thanks
Did you build it manually or based on help?
If you search for ‘import a contact csv’ in Help it will have a link to a required schema.
Ross
Tried to build it manually based on help but I think I don’t understand it.
I do not see a link in the help to a template.
Here is what I see when I click the link.
I have also attached a file with the requirements to build it manually. Not sure if it needs headers or not.
ImportCustomerContact.xlsx (11.1 KB)
Ross
Thanks Ross I will check this out.