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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