@Mark The Microsoft Excel Import Sample found at the link below does not contain fields for Team Link Portal Information. That means we have to manually enter the info inside of all 1905 contacts profiles that we have. Can you add these to a template so that we can do a mass upload.
The attached screenshot is of the templates I am referring to above.
@Guest are you looking specifically for us to add a column for the External User and Username fields?
@Mark The Microsoft Excel Import Sample found at the link below does not contain fields for Team Link Portal Information. That means we have to manually enter the info inside of all 1905 contacts profiles that we have. Can you add these to a template so that we can do a mass upload.
The attached screenshot is of the templates I am referring to above.
https://app.sagecm.intacct.com/dist/index.html#/contactmanagement/contactlist
Hi Meredeth,
What Contact Upload Template are you referring to? Can you add a screenshot?
Thank you!