Importing Contacts + Vendors

Written By Indema Support

Last updated 2 days ago

Importing contacts requires you to use indema's template for the import. You can not use your own template or CSV. However, we have a template you can use in order to do this.

The simplest way to get your data from one sheet to the other is have them both open, and copy each full column over to our template. This way, you don't have to copy each line item, and as you copy the whole column it will always be in order for you.

Our template can be accessed here:

For contacts: Click here
For Vendors: Click here