Mass Importing data to Sentia

To conveniently import a large amount of records (Accounts, Contacts, Opportunities, Leads, Companies or Prospects), you can use the 'Mass Import' tool.

Navigate to 'Assist' tab > 'Add new?' > 'Mass Import'


Now that you have navigated to the mass import screen, you can select what you would like to upload from the tabs to the left.

Begin using the 'Mass Import' wizard by selecting the 'Step 1. Download Template' button. 

Follow the steps instructions. Once you have completed the step by following the instructions, click on the next step button. 

For more information on how to configure your templates please select from the options below.

How to configure the 'Accounts' template 

How to configure the 'Prospects' template 

How to configure the 'Companies' template 

How to configure the 'Contacts' template 

How to configure the 'Leads' template

How to configure the 'Opportunities' template