Before you begin
Clean client names, identifiers and contact details before entering or importing data.
Recommended workflow
Agree a naming convention, identify duplicates and choose the fields required for daily work. Use import only where your installed module supports it.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Keep the original source file and test a small sample before committing a large batch.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team