Importing & Exporting

How to import or export your excel spreadsheets

Exporting

• Exporting List Views
• Additional Exporting Resources

Importing

• Importing Contacts
• Importing Expiration Items for Contacts - Multiple Date Columns
• Importing Expiration Items for Contacts - One Date Column
• Importing Companies
• Importing Equipment
• Importing Vehicles
• Removing a Recent Import
• Uploading Certificates of Insurance through the OCR Scanner