In this article, you will see the two methods to recover your clients and leads.
📇 Manual recovery
We recommend manual recovery only if you have no usable data upstream. If this is not the case, we invite you to perform a data import and go to the Recovery via import section.
Prerequisites
Since a contact is always linked to a company, you must always create the company before the contact.
Note
If you plan to recover your billing in BoondManager, it is recommended to directly integrate your clients' billing details when creating the records.
🎯 Recovery via import
If you have a large volume of data and it is usable, you are in the right section and the following videos will explain the steps to follow.
To find the tutorial dedicated to imports and access the files, click on this link.
Qualification of the import file
Data import
Prerequisites
Before importing your data, make sure you have:
deleted unused columns
deleted help information (line 2 of the file)
converted the file to .csv