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Import contacts into B2Brouter

You can create your contacts within B2Brouter automatically and massively, by uploading a CSV file containing the information. As a result, these are created automatically without having to enter the data manually. To do so, follow these steps:

  • Through the top main menu, go to the Contacts section.
  • Select the Import file option.

To import your customers’ information to B2Brouter, you can Download example CSV file from the following page. So:

  • Click on the link Download example CSV file.
  • The sample CSV file is downloaded, which you must copy with the data of your customers.

Once you have generated the file from your system with your customer data:

  • Use the Select files option.
  • Look for the file in your system.
  • Use the Import option.

It is very important that the file is in CSV format and not in XLSX (Excel). If the imported file contains any errors, has not been generated correctly or the information you are trying to import belongs to a company already created, the system displays an informative error at the time of import.