Import

Overview

We have an 'Import' feature on the 'Import' main navigation that allows users to insert the 'Lead' records in Zenople as per the requirement.

Import allows users to import the lead's records from an external source to Zenople. There will be multiple import plans as per the client’s requirement. On the basis of the import plan, the format of the records in the file should be maintained and imported into the system.

Excel (XLS) file is used as an external source.