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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… This article covers the following topics: Saving an Import Template Sharing your Import Mapping… Saving an Import Template
Importing Data into Pipeliner — Tips on Data preparation
Tips on preparing your data ready to import into Pipeliner… 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 Accounts into Pipeliner
Import your Accounts into Pipeliner using our drag & drop wizard… Using the "Accounts Import Wizard", you can import new Account records into Pipeliner as well as update… Click on "Continue" to cancel the import and close the import screen ⤵ Once you’ve chosen your option
Importing Contacts (with or without Accounts) into Pipeliner
Import your Contacts into Pipeliner using our drag & drop wizard… Use the import wizard to import Contacts into Pipeliner 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 Pipeliner
​Pipeliner 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 Pipeliner
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 Pipeliner
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 Pipeliner. 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