TaskFlow WikiImporting contacts/customers

Importing contacts/customers


  • I would like to import contacts, customers and suppliers


Please follow the steps below:
  1. Go to the Contacts application

  2. Switch to the list view

  3. Click on Import

  4. Upload your file

  5. Match the columns, validate, and import

You can use the example import file to test with:

Contact Support

If none of the solutions solved your issue, please contact us on support@taskflow.co.za and provide us with as much information as possible. Also indicate to us through which articles you have gone through in the troubleshooting guide.