- Click on 'companies' in the ‘main menu’
To import a file, click on ‘import’ and then browse and select the .csv, .xls or .xlsx to tiny+.
- You must make sure that the data includes a header line with titles (these may include: Company Name, Phone Number, Contacts, Email, Address etc).
Complete the same actions to import contact and project data from external sources.
To upload projects data, click on 'projects', then 'import'. Again, make sure the top line of the sheet has a header with appropriate title information.
To upload contacts data, click on 'contacts', then click 'import'. Make sure the top line of the sheet has a header with appropriate title information.