Data Setup or Data upload
Modified on: Wed, 5 Oct, 2022 at 9:02 AM
Click Settings > Click Upload Master Data under Data & migration settings.
Download the template by clicking on Download Template option for any category (service, product, etc.). Remove the sample data in the downloaded template and add your existing data.
Fill The Required data for each template(field which is marked red is mandatory), also click on Help option to see how to fill the data and upload.
Make sure to upload data as per the instructions in Help material.
Finally, click on Upload Data option and see the pop up that intimate successfully Data uploaded.
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