As a Corporate Administrator, you have a few extra perks to help you manage your users, including the option to import corporate CRM lists directly into your users’ contacts with Salesfloor’s CRM Importer.
Step 1: Log into your Backoffice and select CRM Importer under the Accounts & Settings tab
Step 2. Here is where you will find the formatting requirements for uploading your users’ contact lists:
Step 3. Remember to save your file as a CSV before uploading.
Step 4. Once the file has been uploaded, our systems will match the right contacts with the right users using their employee ID
There are 4 indications used to summarize your import:
- Added: The contact was newly added.
- Updated: The contact already existed and the contact's information has been updated.
- Skipped: The contact already existed with up to date information.
- Invalid: The contact submission did not meet the criteria outlined in Step 2
Please note that in some cases users may not see their new contacts populated in their accounts for up to 1 hour.