SynkedUP

Struggling with getting all your data into a CSV file for importing into SynkedUP? Here are some tips.

How to Import Customers via CSV File Import

How to Import Items Into Your Item Catalog via CSV file upload

How to Import Items via CSV File Import

Weston Zimmerman

Fred Pape

Importing Your Content: Customers & Items

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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