HOWTO Import Plans

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chris18890 edited this page Mar 16, 2013 · 2 revisions

In Seltzer CRM, you can import plan data from a CSV (comma separated value) file. To import plans, follow these steps:

Create a CSV file with the following headers:
- Plan Name
- Price
- Active (Set to 1/0 signalling Y/N)
- Voting (Set to 1/0 signalling Y/N)
Log into the CRM and go to Plans > Import
Click "Choose File" and select your CSV. Then click "Import".
Your plans should now be imported.