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Importing Data

Importing Data

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Importing Data

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WPCRM's Data Import allows the WPCRM user to update, or add, a large number of Accounts, Contacts, or Opportunities at a single time. The User is guided through the Import by a four-step process. For a quick start to the process, data in WPCRM can be exported to an Excel Spreadsheet from associated locate screen. You can use the spreadsheet as template for new records or update the existing records. Then the data in the spreadsheet can be simply imported back into WPCRM.