CSV
All details on how to work with a CSV file
By Kolleno and 1 other2 authors3 articles
CSV UploadThis article will look at uploading a CSV file with your accounting information into the platform.
CSV import - Assign customer to PortfolioKeep your customer organized by automatically assigning them to the portfolio of your choice.
Why Do Duplicate Customers Appear After a CSV Import?Learn why duplicates can occur during CSV imports and how to prevent them.