The Company Import allows Company Administrators to import contacts and Transaction on the company. Use this page to efficiently transfer information from CSV and reducing manual data entry and ensuring your organization's data remains accurate and up to date.
Import Overview
The Company Import includes the following sections:
Import Contact
Company Admins can import contacts, enabling administrators to add multiple contacts to Accountable CRM in a single process. Supported file uploads allow company users to organize and manage contact data efficiently.
👉 Learn more: How Can Import Contacts by Company Admin?
Import Transaction
Import Transactions in Company Admin enables administrators to quickly upload and add multiple transactions into Accountable CRM in a single step. By importing transaction data using a supported file format.
👉 Learn more: How Can Import Transaction by Company Admin?
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