This guide provides comprehensive instructions for exporting and importing data within your Dazos CRM. Efficient data management, including the ability to seamlessly move records in and out of the system, is crucial for data backup, migration, and bulk updates. By following these steps, you'll be able to manage your CRM data effectively, ensuring accuracy and operational continuity.
1. Access Dazos: Navigate to your Dazos login page.
2. Select Records: Locate the specific records you want to export or import and click the checkbox on the left side of each record.
3. Access "More" Drop-down: Click on the "More" drop-down menu.
4. Initiate Export: From the displayed menu, click "Export."
5. Select Export Option: Choose the option that best suits your export needs. Once selected, click the blue icon below to proceed with the export.
6. Initiate Import: For the import function, repeat steps 1 through 2 (accessing Dazos and selecting records), then click "Import" from the top right corner.
7. Upload File and Follow Prompts: Click the designated file field to upload your data file and follow the remaining prompt options in this menu to complete the import process.