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Here are the steps to this process. Create an Import Template inside of PassagePoint The information you want to put into PassagePoint must be structured. The best way to structure data is to start in a Spreadsheet program such as Microsoft Excel. Before you can start in MS Excel you will need to create a template inside of PassagePoint. Start by logging into PassagePoint as the Super User Admin account. Do not worry about this message. A CSV file is a one-page document versus an Excel...
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How to fill out importing a list of
01
Step 1: Open the importing tool
02
Step 2: Select the file to import
03
Step 3: Map the fields in the file to the corresponding fields in the system
04
Step 4: Choose the appropriate import options
05
Step 5: Review and confirm the import settings
06
Step 6: Start the import process
07
Step 7: Monitor the import progress
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Step 8: Review the import results and fix any errors if necessary
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Step 9: Complete the import process
Who needs importing a list of?
01
Companies or organizations that want to transfer a large amount of data
02
Marketers who want to import a list of contacts for email campaigns
03
E-commerce businesses that want to import a list of products
04
Database administrators who need to update or synchronize data
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CRM users who want to import a list of leads or contacts
06
Event organizers who want to import a list of attendees
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Researchers who want to import a list of data for analysis
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