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Service | Customer Service, Contact Center, Fie...
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User Testing/ Importing Excel data

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Posted on by 5

Hey!

I would like help troubleshooting an issue I have with importing Excel data into a custom entity.

Thanks.

  • Soumen S Profile Picture
    on at
    RE: User Testing/ Importing Excel data

    Hi ,

    Please share more details on the issue you are facing and the details of the CRM version you are using. If possible attach screen shot .

    Thanks,

    Soumen

  • Suggested answer
    UserTestMaggie Profile Picture
    5 on at
    RE: User Testing/ Importing Excel data

    You have to click on a browser and look for the word "import".

    then the option called "import data" is going to appear.

    You have to click on it and then you copy and paste the information, after that you press save.

    I hope this is helpfull for you ;)

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