Importing And Exporting Contacts

To import or export navigate to the CONTACTS tab in the NeuLevel CRM.

At The Top You Will See The icons for importing and exporting.

To Import: #

1. Once the import is selected you will need to upload a .csv file with appropriately named columns.

2. Match the column fields to the CRM fields. NOTE: to skip import categories check the box, “do not import unmacthed fields.”

3. Name the action for the import something memorable for records and hit submit.

To Export: #

1. Select the user(s) you would like to export. (hint: use select all button to export entire list.)
2. Confirm the selection
   
3. Export to .csv