As an office administrator you have the ability to import clientssuppliers, lawyers and brokerage contact information directly in your account.
Follow these steps to successfully import your contacts with an excel file.
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First and foremost make sure to export or enter your contact contacts information and save it as an excel file, once you have your file, you can start the importation. |
To start
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go to: Administration > Setup > Import
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Select the type of contacts you wish to import:
Lawyers / Notaries
Offices
Suppliers
Complete all the fields:
Language: Same for all contacts
First row of the file is the header: Yes or No (Select Yes if the first line of your file contains the
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header for each row)
Excel File:
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Click on Choose file to open your system browser and select the saved file
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on your computer
Each Column needs to
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correspond with the
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column where the data is located on your excel file.
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Example:
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See examples below:
Cabinet = Row C
First Name = Row A
Last Name = Row B
Complete all columns until all your data has been entered.
Click on Submit
Once completed a pop-up will appear to confirm your import was successful.
Your new contacts can now be found within your contacts list. ( In this example, I used Lawyers / Notaries)
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Completed! |