Follow these steps to Import a CSV file of organizations into Vtiger CRM:
- Log in to your CRM.
- Click on the Main Menu.
- Go to Tools and select Import.
- Click on +New Import in the top right corner.
- Select the module as Organizations to import organization records.
- Select your CSV file with organization data from your local drive.
- Map the columns of the CSV file to the CRM fields.
- Choose how to handle duplicate data (create new records, update existing records, or overwrite fields).
- Review the field mapping in the Preview Import window.
- Click Start Import to begin the import process.
Ensure that your CSV file follows the mandatory field requirements for the Organizations module.