• Advanced
  • Custom Import Tool

You now have the ability to import leads, contacts or deals from any spreadsheet!

How

Select Tools > Importer from the Left-Hand Side Bar.

1. Select your Data Type (Deal, Contact or Lead)

2. Select Data Source by clicking Add a Data Source.

Enter the Data Source Name and Select Add.

3. Upload Data by Selecting Browse Files.

This will open a window where you can select the spreadsheet you wish to upload.

Select Upload

All the data will appear in the Manage Your Data Section

Chose a field, in Velocity to map the entry to

You can then Save Mapping if you are not complete or Import to Velocity when ready!