Import data
Who can do this: Team members with access to Settings Where to find it: Settings › Data import & export ( /business/settings/data ) Bring…
Who can do this: Team members with access to Settings
Where to find it: Settings › Data import & export (/business/settings/data)
Bring your existing data into PandaCue.
Steps
- Go to Settings › Data import & export.
- Choose what to import: Import Contact, Import Service, Import Product, Import Lead, Import Note or Import Task.
- Upload your file and follow the on-screen steps.
- Check Recent imports to see the status of each import.
Result
Your data is imported and listed in Recent imports.
Warning: Only import client data you have permission to use.
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