data importing in centrahubcrm

Importing Data


Field Specifications of New [Module] page

  • File Format Tab
1. Module Type

Remain the same as the name of the selected [Module] to which data is mapped.

2. Save Mapping As

Specify the name by which the imported list has to be stored in the software.

3. File Format

Select the File Format from the drop-down list.

  • File Selection Tab
data importing file selection
1. Assign To

Reflects the user who is doing the action of importing. Select to whom the [Module] is assigned from the drop-down list.

2. Duplicate Action

Select the duplicate actions. You have any duplicate data while importing it overwrites data with the original.

3. New Action Record

Select Insert on a mandatory basis.

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