Browse


Narrow Search

Feature
Role
Can't find what you need?
Contact Us

Reset Search
    Search Knowledge Base
 
Article

Import Data from InTouch to Apto

« Go Back

Information

 
Summary
-

Prepare Your Data

  1. Go to File | Export to Excel.
  2. Now you select your object to export. Choose All Contacts. Click Next.
  3. Click the double arrow to select your fields. Select All.
  4. Click the Export button. The file will have 3 sheets containing Contact info, activities, and ownership.
  5. Repeat Steps 1-4 for Properties [Sheets will display Property info and ownership]
  6. Please upload files to the FILE UPLOAD LINK
 

Feedback

 

Was this article helpful?



   

Feedback

Please tell us how we can make this article more useful.

Characters Remaining: 255

 

Apto