Import Companies

We need tools to do the agenda more faster. Import is one of these tools. Clients often have many contacts, which they want to enter into the Teamogy. You can import it as one big part.

You just need to follow these steps to do it successfully:

1. Prepare the Google Sheet, or Excel, with regarding data. (Import template is here.)

2. Go to Dashboard and check your address bar. Behind the agency id, instead of Dashboard enter „import“.

3.  Copy your data from the prepared Excel or Google Sheet and copy it to the prepared spreadsheet with the title Companies.

4. Check if everything pasted right. Then Click on Import. (If something went wrong with the data in the spreadsheet, click on Reset Import Table.)

5. System will tell you, that import was OK.

Ozvěte se nám

Pokud máte stále problémy nebo potřebujete pomoc, neváhejte kontaktovat Teamogy support. Můžete použít online chat (uvnitř Teamogy nebo kdekoli na www.Teamogy.com v dolním pravém rohu) a dostanete rychlou odpověď.