Import your accounts and contacts Whether your contacts are stored in an email program, a spreadsheet here’s how to import them into Soffront CRM so...
How to export selected data to Excel? You can export selected records from Soffront CRM to Microsoft Excel. Please follow the steps below. 1. Login to Soffront CRM....
Prepare your data and import accounts and contacts from Excel/CSV files Our Powerful Import feature allows you to import your Accounts and Contacts from external sources such as Microsoft Excel, a CSV file...
Duplicate checking during import Soffront online has enhanced the duplicate checking feature during import. You can now check duplicate records by email and by company...
Compare field names in import file with fields of accounts or contacts form After you have prepared your data for importing, compare field names in source file with the field names of the...