​How to import Contact in the Metro ERP?

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.