How-to Bulk Import Accounts and Prospects from a Spreadsheet to the RepMove App - RepMove

How-to Bulk Import Accounts and Prospects from a Spreadsheet to the RepMove App

Grow your customer base

This video will walk you through the steps of bulk importing your accounts and prospects to the RepMove app.

Steps to import:

  1. Download the spreadsheet.
  2. Populate the spreadsheet with the data, only AccountName/ProspectName is mandatory field.
  3. Send the file to yourself over email or any other way.
  4. Save the file locally on your phone.
  5. Select the spreadsheet via the RepMove app, by going to Settings -> Import Data.
  6. Select what type of data you want to import Prospect list or Account list.
  7. Click the Upload button and wait for the success message.

Note: Do not modify or add columns on the spreadsheet. Accounts and prospects will need to be imported on separate spreadsheets.

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