To import data in Vryno CRM , follow the below steps:
- Access Vryno CRM: Sign in to your Vryno CRM account using your login credentials.
2. Navigate to the Module: Choose the module where you intend to import data. For example, if you’re importing data into the Leads module, select “Leads.” Then, click the three dots in the top-right corner and choose “Import Leads.”
3. Download Sample File: You’ll find an option to download a sample file in CSV format. This file contains all the fields present in the Leads module.
4. Fill in Data: Complete the required details in the CSV file. Ensure that the information matches the format in the Leads module of Vryno CRM. Save the file.
5. Return to Vryno CRM: Go back to Vryno CRM and navigate to the “Import Leads” section.
6. Select Excel File: Choose the Excel file you filled with Lead details for import.
7. Proceed to Next: Click “Next” and select the appropriate import options.
8. Specify Mapping Name: Enter a name for your bulk mapping.
9. Review Fields: You’ll see a list of fields from the imported file.
10. Complete Mapping: Once you’ve mapped the fields correctly, click “Save.”
11. Check Imported File: To verify the imported file, access your profile, click on “Bulk Import,” and select “Leads.”
NOTE : Contacts, deals, and organizations can be imported by accessing the specific module and initiating the import process.