The Data Upload feature of Sage CRM is a powerful tool that can save you time and resources when you need to add multiple new lead, company, or person records to Sage CRM or migrate data from Excel spreadsheets.

This workbook contains tutorials that guide you step by step through the most common use cases for the Data Upload feature supplied with Sage CRM on-premise. We recommend this workbook to users who want to learn how to add multiple new records to Sage CRM at once, as well as everyone who'd like to know more about Data Upload.

For complete information about Sage CRM and the latest product documentation and videos, please visit the Sage CRM Help Center.