Catalystk CRM Software allows uploading of bulk excel data.
Customer master, product master and supplier or vendor master data can be uploaded from excel to Catalystk. Uploading is transferring data from one computer system to another, typically to Catalystk. This is primarily done to migrate your existing database to Catalystk. Dump the customer database so you can follow them perfectly.
Benefits of Catalystk bulk excel uploading of data.
1. Bulk excel file data can easily be transferred to another within minutes, thereby saves time.
2. The file upload option is available between 7 pm to 10 am to make the uploading even faster.
3. All your client data, supplier data, product data, service data, and raw material data can be entered in a separately specified excel so that uploading is made easier.
Procedure for excel uploading of Business data
1. To Upload Client data, Click “Leads” tab, then click “Clients” tab and then click the “Upload” tab, Now Click choose a file then select the file and click “Upload.”
2. To Upload Inventory stock products, Click the “Product” tab, In the inventory field click the “Upload Products” tab, Now Click choose file then select the file and click “Upload”.
3. To Upload service products, Click the “Product” tab, then click the “Service” tab and then click the “Upload Products” tab, Now Click choose a file then select the file and click “Upload”.
4. To Upload Supplier data, Click the“Supplier” tab and then click the “Datafile upload” tab. Now Click choose file and select the file and click "Upload".
NOTE: For any clarifications Kindly contact the support team.