Importers
Importers
You can import contacts into WP-CRM using the Import Contacts extension. In order to import contacts successfully, you need to first have a CSV file with ...
Tue, 28 Jul, 2020 at 12:09 PM
You can import organizations into WP-CRM System using the Import Organizations extension. In order to import organizations successfully, you need to first...
Fri, 21 Aug, 2020 at 1:06 PM
If you are trying to import your campaigns, contacts, tasks, opportunities, projects, or organizations, you likely want to know how to create an import file...
Tue, 28 Jul, 2020 at 12:09 PM
You can import projects into WP-CRM System using the Import Tasks extension. In order to import tasks successfully, you need to first have a CSV file with...
Tue, 28 Jul, 2020 at 12:10 PM
In version 2.2+ of our Import plugins, we have included the ability to import custom fields, if using our Custom Fields extension (also requires at least ve...
Tue, 28 Jul, 2020 at 12:10 PM
You can import opportunities into WP-CRM System using the Import Opportunities extension. In order to import opportunities successfully, you need to first...
Tue, 28 Jul, 2020 at 12:10 PM
Our import plugins require an organization's ID number when importing a contact that is to be assigned to that organization. We do this because any loo...
Tue, 28 Jul, 2020 at 12:11 PM
You can import projects into WP-CRM System using the Import Projects extension. In order to import projects successfully, you need to first have a CSV file ...
Tue, 28 Jul, 2020 at 12:11 PM
You can import your marketing campaigns into WP-CRM System using the Import Campaigns extension. In order to import campaigns successfully, you need to fi...
Tue, 28 Jul, 2020 at 12:11 PM