How to import contacts into the Metro ERP system?
To streamline the process of importing contacts in bulk into the Metro ERP system, follow these step-by-step instructions:
Step 1: Prepare Your Excel or CSV File
Ensure your Excel or CSV files are well-organized and contain all the necessary information for each contact. Include columns for details such as contact name, email address, phone number, company, and any other pertinent information.
For example:
Step 2: Access the Import Functionality
Log in to the Metro ERP system using your credentials.
Navigate to the 'Contacts' section.
This is a preview of the 'Contact' page.
Locate 'Favorites' and click on the 'Import Records' option.
Step 3: Choose File and Mapping
Click on the 'Load File' option and select the Excel or CSV file you prepared in Step 1.