🚀 Centralize Your Data Today: Discover the Import Section!
Simplify your data integration by easily importing lead databases and transaction files. By centralizing all your information in Afrus/Advanzo, you optimize data management, improve accessibility, and enhance the efficiency of your marketing and sales strategies.
🔍 What is the Import Section?
The import section is a key tool designed to simplify the integration of your data into Afrus/Advanzo.
Its main purpose is to allow you to easily import your lead databases and transaction files, ensuring that all your information is centralized and accessible from a single platform.
⭐ Why is the Import Section Important?
Using the import section is essential to maximize efficiency in your data management within Afrus/Advanzo.
By easily integrating your databases, you not only streamline your processes but also gain a complete view of interactions, enabling more informed and strategic decision-making.
⚙️ How to Use the Import Section
The import section allows you to manage your data efficiently by uploading key information about people and transactions.
With this feature, you can centralize and organize your lead and transaction databases. Leads are contacts with the potential to become one-time or recurring users/customers of your organization.
To ensure a smooth process, make sure your files (.XLSX or .CSV) contain the required minimum data before uploading.
📋 Required Fields
For Leads:
First Name
Last Name
Phone Number
Email
Tag
For Transactions:
First Name
Last Name
Phone Number
Email
Transaction Status
Related Campaign
Tag
📌 Note: Any file you import—whether through the import section, people, or transactions—will appear in this section.
🪜 Step-by-Step Guide
Go to the Import Section and click Import.
In the main screen, you will see all uploaded files.
Select the type of data you want to import.
Upload your file by:
Selecting it from your computer, or
Dragging and dropping it into the upload area
Once uploaded, click Import.
Match your data fields:
Left side: columns from your file
Right side: dropdown fields from our platform
You can also add a tag by typing it in the top-left corner.
Click Submit to complete the process.
Once finished, your records will appear in the People or Transactions sections
🔎 Conclusion
For any questions or to learn more about our platform, continue exploring our resources and guides.
We’re here to support you every step of the way! 🚀📚