Go to Module Settings > select the Desired Module > click on Data Import.
Click on Add Field.
Choose the desired field from the dropdown menu. Details of the selected field will be displayed.
Click Add. Repeat this step for all required fields.
Determine which of the added fields will serve as the unique ID for records during the upload process.
Mapping & Notifications
Define the course of action when there's no person mapped to the uploaded lead or partner via Import Template Settings.
Designate the recipient(s) for notifications about the upload jobs and tailor the content of these emails.
Visualizing Changes
To observe the changes firsthand, log out of Vymo and then log back in.
The next time you initiate a bulk upload (Module Name > Module Name List > Bulk Upload), your specified fields will be integrated into a template file. This file can be downloaded, populated with data, and subsequently uploaded.
