What are the file formats supported for importing records?
The supported formats are Excel (XLS, XLSX), Comma Separated Value (CSV), Business Card or vCard Format (VCF).
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Import Records
Importing records is an essential data administration task. In Bigin, this important action can be performed without much hassle and complexity. Currently, you can import records to the Companies, Contacts, Deals, and Products modules. You can also ...
Import Notes
Permissions: Users with the following permissions enabled in their profile can import notes in their Bigin account. 1. 'Create' permission for Notes under Basic Permissions. 2. Import permissions should be enabled under Advanced Features. For ...
Manage notes and files
Files You can upload important files like Sales Orders, Invoices, Agreements etc., and associate it to the relevant record in your Bigin account. These attachments can be uploaded via the following means: Upload from computer You can use this option ...
Search and sort records
Search records A typical day in the life of a sales rep involves checking and replying to emails, making calls, following up with leads, and helping customers find what they want. They must also keep a record of all relevant information about each ...
Find and merge duplicate records
Duplicate records pose a significant problem when you work with large volumes of data. It is important to keep your database free from duplicates to ensure your business runs efficiently. A database containing duplicate records doesn't offer easy ...