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Importing contacts/customers
Importing contacts/customers
Problem
- I would like to import contacts, customers and suppliers
Solution
Please follow the steps below:
- Go to the Contacts application
- Switch to the list view
- Click on Import
- Upload your file
- 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.
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