Getting Started with CSV Importer Welcome to the Jetpack CRM CSV Importer Extension documentation. The CSV Importer is part of the Jetpack CRM Data tool kit,...
CSV Requirements Importing a customer into Jetpack CRM couldn’t be easier. Especially when using the CSV Importer. Before we get started, we’ll...
How to upload Customers from a CSV file This guide will give you a basic walkthrough of uploading Contacts/Customers into Jetpack CRM by importing a CSV file. If...
Formatting CSV files for Jetpack CRM Ensure that your CSV files are properly formatted and ready to import into Jetpack CRM. CSV files are simple to...
CSV Tagger Basics on CSV Importer Pro Easily tag your imported contacts in Jetpack CRM by using the CSV Tagger Basic feature included in the CSV Importer...
Server Max Execution time (For long-running pages) If you’ve seen a notice in your WordPress admin which complains about a low Max Execution Time then this page will...
Importing Transactions into Jetpack CRM with CSV Importer PRO This guide will cover a basic import of transactions, with assignment to contacts or companies, into Jetpack CRM. We will...
How to Map CSV Importer Fields While there are other guides on CSV Importer (free and Pro), this guide is specifically about the Mapping step, which we...
Can I import custom fields with CSV Importer? Short answer: yes! You can import custom fields along with all other contact fields in CSV Importer PRO from v1.5...
Import tags with CSV Importer Import tags in your Jetpack CRM by using the CSV Importer feature and the CSV Importer Pro extension. There are...