To access Data import, click on the Gear icon in the top right → Configurations → Data import

To set up a new Data import click on Upload new file

On the next page you can find your local file by clicking Browse and then Upload when you have found it.

This uploads the file to our servers ready to be imported into webCRM. Once you have uploaded the file (limited to a size of 10Mb or 50,000 lines) you will then be required to validate the file.

NOTE: if you have larger files then you should break up the data into smaller files.

This screen displays a list of imports that have already been completed, or are in progress.