When you have just registered with BarantumCRM, you can immediately import data so that your customer list is automatically entered in Barantum. Here I am modeling the leads module See the steps below!

1. PREPARE DATA EXCEL

    First, prepare an excel file that contains customer data listings. Then make sure the excel data header matches the columns in the module. Here, I will exemplify the leads module

2. HOW TO IMPORT TO BARANTUM CRM

  • For Import, click point three, then select import

  • Then enter the excel file that you have created

  • Then for the layout property, compare the column label from excel field with the crm property, like the image below, if it's already imported.

  • Then this is the result of the data you import

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