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3.5 How to import and export records

If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext Leads, Contacts, Accounts and Vendors modules.

  • Import data;
  • How format CSV file before upload;
  • Export data;
  • Manage duplicate record within a module;
  • Save import data Mapping.

How to import and export records.png

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