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Thread: Blank CSV templates for importing

  1. #1
    benjamind is offline Junior Member
    Join Date
    May 2010
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    4

    Default Blank CSV templates for importing

    Can someone please list what fields should be used when importing Leads, Contacts, Accounts?
    I want to make seperate blank CSV files for our staff to use to Import data.

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Aug 2006
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    UK
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    2,379

    Default Re: Blank CSV templates for importing

    You use the fields that are important to your business and exist in the spreadsheet ... there are mandatory fields for these modules ... check out the Module>Import functionality for more insight

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