Creatio (formerly bpm’online) Quick Tips: Data Imports

Bpm’online has the ability to import data from Excel files into any section, including custom sections.  You can also can add new records or update existing ones.  If you import Accounts or Contacts, you can import addresses at the same time from the same file.  Dupe checking is also done during an importing.

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ABOUT THE AUTHOR

Scott Weber

Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

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