Most companies involved in Global Trade have a large list of Contacts and Products. Using IncoDocs you can instantly upload your full list of Contacts or Products by a CSV file.  Follow these steps to upload you lists:

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Prepare a CSV file

Create a spreadsheet using Excel or Sheets that contains all of your Contact or Product information.  Note, you can usually export a CSV file from your accounting system or other software platform.

Make sure that you match the column headings as below:

For your Contacts list:

For your Products list:

Note - Country Codes must be 2 digit codes, refer this link - https://en.wikipedia.org/wiki/ISO_3166-2

Make sure you save the file in CSV format.  When saving your spreadsheet, select the file type as 'CSV', 'CSV delimited' or 'comma-separated'.

Import your list into IncoDocs

Go to your Contacts or Products page then click Import 

Click Choose File, select the file from your computer, then click Next Step 

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Match the Columns

If a column shows as "UNMAPPED COLUMN" then you will have to click to match the columns.  If you do not want to include a column, just click Skip.  To match the columns follow the instructions below:
       > Click Edit
       > Click the dropdown box and select the correct field from the list
       > Click Save

When all columns are matched, click Next Step

Finally, you can select from 2 different import options, then click "Yes, start import"


You're all done!  Your full list will be uploaded into IncoDocs!

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