Creating CRM from Spreadsheets

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Rich Albrecht

• April 13, 2015 15:50

If I import one spreadsheet and make the Company Name the First Field And I have a second spread sheet with Company info is there any way I can import them and have them linked by company name.

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  Jacquelyn May

  • April 15, 2015 23:01

  Hi Rich,

  I'm not sure I understand why you have two spreadsheets for this? Why not merge them together and import it all in one go?

  /Jacquelyn - Podio

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