Import Tools



Using the import tool is a paid feature. If you are interested in importing client information into the system, please contact your account manager to get a custom proposal.

Follow the steps below to complete a successful import:

  1. How Do I Download My Network CSV?

  2. How Do I Complete My Network CSV for Import?

  3. How Do I Upload My Network CSV?

  4. What Are the Statuses of My Network CSV?

  5. How Do I Import My Network CSV?

  6. How Do I Review My Import Duplicates?