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Search results for:import

Saving and Sharing an Import Mapping Template
Streamline future imports by saving your mappings as Import Templates that can be re-used by you or colleagues you share them with… Saving an Import Template… Sharing your Import Mapping Template
Importing Accounts into Coevera
Import your Accounts into Coevera using our drag & drop wizard… Using the "Accounts Import Wizard", you can import new Account records into Coevera as well as update… Click on "Continue" to cancel the import and close the import screen ⤵ Once you’ve chosen your option
Importing Data into Coevera — Tips on Data preparation
Tips on preparing your data ready to import into Coevera… If you just leave the name as “BP Petroleum” and import two Account records with the same name, when… should be linked to and you’ll have to sort it out manually post-import
Importing Contacts (with or without Accounts) into Coevera
Import your Contacts into Coevera using our drag & drop wizard… Use the import wizard to import Contacts into Coevera from your prepared CSV file… Click on "Continue" to cancel the import and close the import screen ⤵ Once you’ve chosen your option
Importing and Exporting Users in Coevera
​Coevera Administrators can import and export a list of users using a CSV file… You can select the correct values directly from the import form and then choose "Accept" to import the… Importing Users
Importing Opportunities (and Products) into Coevera
Import your Opportunities (with or without Product Line Items) using our drag & drop wizard… Click on "Continue" to close the import ⤵ ​ Once you’ve chosen your option, the import will complete… Import Settings
Importing Leads (and Accounts and Contacts) into Coevera
Import your Leads (with or without Accounts and Contacts) using our drag & drop wizard… You cannot import Qualified Leads as you would import Opportunities instead… Import Settings
Importing Products and Pricing for use in Opportunities
How to import Products and Prices into Coevera. Your team can then select products, quantities, and pricing for their Opportunities… Accept Products manually to import one-by-one or Reject to exclude from the import or select multiple… Importing Products
Mobile — Creating a New Account or Contact
Import from Addressbook… They both include Creating New (starting with all fields blank), Create From Current Location, and Import… You can choose to select a single contact or you can choose to import your entire list of contacts
The New Navigator
Import Dashboard as a Navigator (& vice versa)… You can import a dashboard as a new navigator layout or the navigator as a dashboard You can choose