December 2018
Beginner to intermediate
404 pages
10h 14m
English
First, we have to make sure that the import feature is enabled. It should be enabled by default. If not, the option is available in the Settings app, in the General Settings menu item. Under the Users section, the Import & Export option should be checked.
With this option enabled, list views show an Import option next to the Create button at the top of the list.
Let's try a bulk edit on our Contact or Partner data. Open the CSV file we just downloaded in a spreadsheet or a text editor and change a few values. We can also add some new rows, leaving the id column blank for them.
As mentioned previously, the first column, ...
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