Articles by topic

CSV

Explore every SalesBinder help article tagged with CSV.

Importing inventory items

Importing your inventory data into SalesBinder is a very quick and easy process. We actually don’t require you to setup special spreadsheets using predetermined fields, we let you use your existing csv data and tell SalesBinder which of your columns should go into which field in your account.

Read article

Help article

Importing customer, prospect, supplier accounts

When viewing your customer list (or prospect list) you’ll see a button in the toolbar labeled “Import Customers” or “Import Prospects”.

Read article