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How can I import an Excel List or CSV File?

FrontSpin sits on top of Salesforce CRM (which servers as the singular database of record). Therefore, FrontSpin does not have a direct upload feature for Excel or CSV files. You would instead need to upload those directly to Salesforce and once they are in Salesforce, they will automatically sync to FrontSpin and then you can create a List or Playbook from there.

If you need help uploading your prospects to Salesforce, please seeĀ https://help.salesforce.com/articleView?id=import_with_data_import_wizard.htm&type=5

Updated on May 22, 2018

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