What does the Import / Export menu allow?

What does the menu allow?

From the Import / Export menu, it is mainly possible to massively add entities (Companies, Contacts, and Opportunities) from the upload of Excel files.

In the case of export, once it is requested, you will receive an email so that you can download the file. In the same way as the import process, you will receive a notification via email that will inform you once the process is finished.

 

On which ForceManager menus can you import/export?

Once you are inside the menu, you will see different tabs, which are the available sections to import data. These are:

  • Companies
  • Contacts
  • Opportunities

Regardless of the section, you are in, you will be able to:

  • Check the import history
  • Download attachments
  • To import
  • To export

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