Articles by topic
Importing
Explore every SalesBinder help article tagged with Importing.
Help article
Importing inventory items
Importing your inventory data into SalesBinder is a very quick and easy process. We actually don’t require you to setup special spreadsheets using predetermined fields, we let you use your existing csv data and tell SalesBinder which of your columns should go into which field in your account.
- Inventory
- Importing
- CSV
Help article
Importing customer, prospect, supplier accounts
When viewing your customer list (or prospect list) you’ll see a button in the toolbar labeled “Import Customers” or “Import Prospects”.
- Customers
- Prospects
- Importing
- CSV
- Suppliers