Capitan Systems Limited

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Capitan Knowledge Base

In this video:

  • Start out by selecting the attributes to match your source data.
  • Drag and drop the attributes and re-order them to match the order in your source data. 
  • Now go into the import tab. 
  • There's a dropdown box for choosing which groups to add contacts to. You can select multiple groups. 
  • There's another dropdown box for choosing which groups to remove contacts from.
  • Next, choose the source data file and await Capitan's response.    
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