Please note: Our Basic Data Import tool is now a legacy feature and has been replaced with our new Data Import tool. Learn more.


  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Navigate to the Admin Portal

From within the CRM, you need to click on the applications button (6 tiles) in the very top left-hand corner of the screen, and then select 'Admin'. This will then take you to the Admin Portal. 

From here, select 'Data Management' from the tab on the left and then 'Basic Data Import' as shown below. 

Step 2: Download & Populate Excel Spreadsheet

Select 'Download Template Excel File' and can begin populating it with information. 

The Admin Portal gives you a break down of all the different fields which can be added to spreadsheet and certain parameters to use. 

Step 3: Upload the Spreadsheet to the Admin Portal

After you've populated your spreadsheet, it needs to be uploaded to the Admin Portal. Simply click on the 'Browse' button, and then navigate to the spreadsheet file saved on your computer. Once you've selected the correct file, you'll be able to select the 'Upload & Import' button.


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