Help topics

Uploading records

  1. Click Projects in the side menu.
  2. Click View next to the project row
  3. Click Add new records.
  4. Use the drop down Select column to specify your csv columns.
  5. Click Choose .csv file to attach your csv spreadsheet.
  6. Click Upload records.

Records can only be created by users with permission. You can change permissions in Settings > Project settings. Permissions are granted by user roles.

Important: Make sure the columns you select are in the exact same order as your csv spreadsheet.

iMakeCalls<noreply@imakecalls.com>10:56
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10:56 AM (1 hour ago)

   

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