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Data Import in Actionstep

import.mp4

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


Hands-on

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

 

Desktop Document Import Tool

desktop importer.mp4

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