To Import One, Multiple or All Companies to CRM

• Select multiple companies to mass import to CRM
• Click Import Selected or Import All to mass import multiple or all selected 
• Once the CRM icon is filled in (color change from white to blue) your Company is imported into your CRM, automating data entry pressing one button

*Please note if you see a Red or Yellow Flag further input is required.  

• Click on any red flag to observe and correct an error.  Most commonly you must reconnect your CRM.  Follow these instructions here to Add to CRM.
• Click on any yellow flag to review Seamless.ai duplicate checking

*Please note you will be given the options to add a new Account or append to an existing Account.  Once you make a selection Seamless.ai will update this record 

To Download One, Multiple or All Companies to .csv

• Select multiple companies to mass import to CRM (click the checkboxes)
• Click Download Selected or Download All to generate a .csv of your My Companies.  A file download will be available shortly!

Downloading Your Data Article here for more information