First off, navigate to your list of Users within CRM.


On the right-hand side above your list of Users you'll see two blue buttons that say "Import" and "Export".

How do you import?

You can import data to CRM, either by creating your own CSV file using the correct column headers or by downloading the import template and populating it with data.

Click "Import" to redirect you to an area where you have two tabs, "Prepare" and "Start Import".

Clicking on "Prepare" will enable you to create your own CSV file using the correct column headers or by downloading the import template and populating it with data.

Importing Custom Field Sets

Click on "Prepare", selecting which Custom Fields Sets you'd like to import, and download the import template (either empty, or populated).

From here, populate this CSV with data, making sure not to edit any column headers or the 'CFS Reference' column (this will be checked on import).

Start Import

Click on "Start Import" when you have a CSV file prepared, and click "Select CSV" to choose your file and begin importing into Siteglide.

A success message will show in the top right hand corner when this process has been completed for you. You can also head to Site Manager > Import Logs, to find a log of this CSV import.

How do you export?

To export your CRM Items, click the blue button that says "Export", a CSV file containing all items in CRM is then generated and downloaded to your computer.

Exporting Custom Field Sets

Click "Import" to redirect you to an area where you have two tabs, "Prepare" and "Start Import".

Click on "Prepare", selecting which Custom Fields Sets you'd like to export, and download the populated import template. A CSV file containing all items in CRM with associated Custom Fields Sets will be downloaded to your computer.

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