Data Export and Import

This tutorial explains how to export and import company and name-list data.

3 min read · 3 sections

Please follow the on-screen instructions in this section.

Please follow the on-screen instructions in this section.

  1. Follow the on-screen instructions shown in this step.
  2. Follow the on-screen instructions shown in this step.

Preparation

  1. If you do not have an account yet, complete sign-up and login first.
  2. Recommendation: back up your database before importing data.

2. Detailed Operations-Export

  1. Select the required option and continue.
  2. Click the "Export" button.
HKSS tutorial screenshot 1

Please follow the on-screen instructions in this section.

HKSS tutorial screenshot 2
  1. Follow the on-screen instructions shown in this step.
HKSS tutorial screenshot 3
  1. Follow the on-screen instructions shown in this step.
HKSS tutorial screenshot 4

Please follow the on-screen instructions in this section.

  1. Follow the on-screen instructions shown in this step.
  2. Fill in the required information according to your case.
  3. Select the required items and export according to your needs.
  4. Select the required option and continue.

Section

  1. Select the file to import (.xlsx only).
  2. Click the relevant menu/button and continue to the next step.
HKSS tutorial screenshot 5

Continue Learning

Use the next tutorial or contact our team if you need help with this workflow.

Up next: Client Follow-Up