Preparing your data for import Before you can begin uploading your data into BuddyCRM, there are a few best practices to ensure that your CSV...
Uploading Tags in Bulk Tags are a flexible tool for segmenting and managing your data within BuddyCRM, both at Company and Contact level. There...
CSV lookup fields BuddyCRM provides the ability to pull data from an external CSV file into the Trading Profile of an account. This...