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Data Import in Actionstep

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Info

https://actionstep.zendesk.com/hc/en-us/articles/360024062594-How-do-I-carry-out-a-data-import-into-Actionstep- Data Import in Actionstep Help Center


Hands-on

  •  Import contacts, matters, and parties using the attached spreadsheets.

View file
nameContacts Import (2).xlsx
View file
nameMatters Import (1).xlsx
View file
nameParties Import (1).xlsx

 

Desktop Document Import Tool

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