Universal import from Excel

Use universal import from Excel to add large-scale data to Creatio. You can add a customer base, a list of products or other data from an Excel file in a matter of minutes. Use import to add new records to the system before getting started with Creatio or if you want to update the value of one or more fields in the existing records.

Key points
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How to prepare a file for import
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How to import new records
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How to update existing records through import