Importing Inventory Items

Updated: September 9, 2018

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 […]

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Importing Customer and Prospect Accounts

Updated: January 17, 2018

When viewing your customer list (or prospect list) you’ll see a button in the toolbar labeled “Import Customers” or “Import Prospects”. All you need to do is click that button then:

  • Browse your harddrive for the CSV file
  • Click the  “Next Step” button
  • Tell SalesBinder which data columns […]
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