Imports

Import contacts, products and team members via CSV.

4 articles

Excel Import: Products, Contacts and EventsAfter reading this, you'll know which data you can import via the Excel wizard, how the five-step flow works, and how Univents detects duplicate entries for each data type.Import ContactsAfter reading this, you'll be able to import your contacts into Univents via an Excel template — people and companies in a single file — and know how a repeated import safely updates existing contacts instead of duplicating them.Import productsAfter reading this, you'll be able to import your product catalog into Univents via an Excel template — including recipes and bundles — and know how a repeated import safely updates existing products instead of duplicating them.Adding and Inviting Team MembersFollow this guide to add new staff in Univents, grant manager and staff-portal access, and see how to handle a larger existing team – there is currently no Excel import for team members.