Companies can be imported through .xls, .xlsx or .csv files
- Specify owner email address in the Owner column of the file to be imported in the case of the Owner other than the selected user.
- File size should not be greater than 5 MB
- The first row of the file will be treated as the field name
- Date-Time Format entered in the sheet should be same as MMM DD, YYYY hh: mm A
- Do not use any special styles, combos filters or images. It may cause unexpected errors or the record will not be imported.
- By default, the character encoding is UTF-8 (Unicode). Any characters outside the UTF-8 character set will be skipped.
- For Contact, the duplicate check will be performed on email or phone number
- For Company, the duplicate check will be performed on the company name