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  • Importing your Prospects into VISION

How to import a spreadsheet of customers into your VISION system:

Step 1: First log into your VISION system.

 

Step 2: Go to the Contacts tab and click on 'Import my Customers.'


 

 

 

 

 

 

 

 

 

Step 3: You will see the below screen. You can download example import templates using the top three links.


 

 

 

Step 4: Once you have created your import spreadsheet, browse to it on your computer using the 'Browse' button, then upload it using the 'Upload' button.