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help:admin:partner_bulk_import

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Partner Bulk Import Page

Contacts:

Steps to import new contacts:

  1. Download this template contact-import.xls
  2. Fill in the information needed
  3. Upload excel file
  4. You be brought to the preview screen. Here will display all rows and the statuses.
    • Statuses: Will be imported, Will be Held
  5. Check it over to make sure everything is ok then click on proceed

If there are data that is status: “Will be held” then go to manage held contacts to assign to partner and locations.

  • manage held contacts: what is it and how

Salesforce Import:

help/admin/partner_bulk_import.1241702447.txt.gz · Last modified: 2009/05/07 13:20 by tiffany