Bulk import

What is Bulk Import?

Bulk import is a method used to import large quantities of data. Be it customers e-mail addresses, campaign leads collected or a transfer from one CRM to another, bulk import serves as a method to high data volumes. Aside from the essentials, companies can set user roles, define an agent’s privileges, etc. You can use bulk import to either add new users or update existing ones.

In order to bulk import users and organizations to your CRM (or any other system), you must be an administrator.  Based on the software used for the bulk upload, there are usually some limitations such as a number of data rows.

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