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!