Import Excel Data

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Column Requirements for ClientDatabase

Column Name Required Data Type Description Default
company_nameNovarchar(100)No description availableNULL
contact_nameNovarchar(100)No description availableNULL
emailNovarchar(100)No description availableNULL
phoneNovarchar(20)No description availableNULL
statusNovarchar(50)No description availableNULL
lead_sourceNovarchar(50)No description availableNULL
account_ownerNovarchar(50)No description availableNULL
last_contactNodateNo description availableNULL
tagsNovarchar(100)No description availableNULL
dealsNotextNo description availableNULL
Your Excel file should have these columns. Required columns must be included for successful import.

Import Data to ClientDatabase