How to Import Companies in MeasureSquare CRM
In this article, we will cover how to import contacts into MeasureSquare CRM via QuickBooks Customers or Local Files (CSV, XLS, or XLSX).
1. From the homepage, navigate to the Companies tab under Sales
To import from QuickBooks Customers:
Make sure you have connected your QuickBooks Account to MeasureSquare CRM. You can follow the steps in Quickbooks Online Integration with MeasureSquare CRM
1. From the Companies tab, click on the dropdown next to New Company then choose to "Import from QuickBooks Customers"
2. The system should automatically start to import the Companies information from Quickbooks Customers of your connected Quickbooks account.
To import from Local Files (CSV, XLS, or XLSX):
1. From the Companies tab, click on the dropdown next to New Company then choose to Import from file
2. In the pop-up window click on "Click to Import" to select files from your local folders.
For an example of how to organize your import files, click on Download sample spreadsheet or see attachment
Additionally, you may reach out to our Support team via support@measuresquare.com
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