Knowledge base
Bulk Import / Export
2 how-to guides for bulk import / export in SM2.IO — including bulk csv/excel import & export (multi-entity), csv contact export / append round-trip.
See the Integrations & developer platform feature →Bulk Import / ExportBulk CSV/Excel import & export (multi-entity)Import and export not just contacts but many record types, with templates and…Bulk Import / ExportCSV contact export / append round-tripDownload your roster or a segment, edit it, and re-upload — changes merge back…
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