Q: Good morning, I'm starting to use this software.
Is it possible to upload a customer database? be it from excel or csv? Thank you
sat_ganeshaJun 3, 2024
Founder Team
PrivioSupport
Jun 27, 2024A: Thank you and yes! You are able to go to reporting and upload your customer database by csv file. Please make sure to format your document data to the Edge system fields so the uploading takes place properly.
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