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Matching Fields and Finishing the Import

Lesson Progress

Matching Fields and Finishing the Import

  • Choose whether to “add new leads” or “update existing”
  • Match the columns from the sheet to the fields in CRM
  • Make sure the data type in the sheet matches the data type in the CRM field, i.e. you can’t import a “date” data type into a pick list in CRM
  • Once they are matched, click ‘Finish’!