Import new persons

You can import new persons in one go.

Profit checks whether a person already exists by searching on a specific field. If a person meeting the search criteria is found, an error message is displayed and the line is not imported.

To import new persons:

1. Go to: CRM / Management / Import / Individual new.

   The pre-entry window with the import options is displayed.

2. Set the import options.

   Import Person new.

   Note: 

   Please refer to Fields for information on the import options so you know what the implications of your selection are!

3. Then proceed with the import using the wizard.