To upload a list of organizations, go to the CRM module (at Global level) -> Organizations. There, click on the + button and select "Upload file from desktop".
Select your file and click on apply. You will then see a progress bar, and once it reaches 100%, click on ‘Save and proceed’, which means that the file was uploaded in your CRM.
The next step is matching the fields from the spreadsheet with the ones of the Global fields manager in Azavista. If applicable you will also be able to match field values.
In this step, and if there are any, errors related to the upload will be displayed.
In the 5th step, you are able to fix duplicates by choosing which version of the organization to keep.
In the last step you will be able to confirm the upload. The organizations will then be saved in your CRM.
