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Former Member

How do I add or edit fields (roots?) when uploading contacts from excel?

We are starting out with Digital CRM (trial version) to see whether we will start using CRM software at all. Our contacts are in excel sheets, and we have removed all spaces etc. We need to be able to segment our contacts in a variety of ways, and save a bunch of useful data, like their social media handles, alternative emails, and so forth, but when I upload the CSV I can't link a lot of our categories to existing categories, and then we get errors when we ignore that and try and upload anyway.

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