Importing - Employee / Other Name

Importing - Employee / Other Name


Purpose: 

This import type is designed to allow a user to import employees in bulk. Employees are needed to to create Sales Reps. 


Required Fields: 

  • New Records: Name, First Name, Last Name

  • Existing Records:  Name, First Name, Last Name


Mapping Tips:

  •  Name is the Name of the Record and usually the combination of First and Last Names