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The Simple Upload / Import from CSV tool is used if you have a simple .csv file with customer / contact information, such as Name, Address, Billing Address, Phone numbers, POC, etc. It is accessed from the Data Import Tab from the Admin section of ProVision.

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 To import your customer / contact information, follow the following steps:

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Navigate to the Data Import Tab from the Admin button. Select "Simple Upload / Import from CSV" under "Resource Import".

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Create a Job Name and Description for the import. This is especially useful to keep track of progress in cases the data arrives from multiple sources, or will require multiple stages of manual review.

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The data record will be re-checked for validity, and will have a white background if it is now valid for import.

After data has been reviewed for accuracy, you may execute the import. 

 

Step 4: Execute Import

When the review step is completed, hit the "Execute Import" button.

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