import – Profiler Knowledge-Base Support

Import Mailchimp Template to Profiler

Profiler has the ability to save/import externally created email templates for use with the Profiler email system. This is done...
CBM Data Import

The CBM data export is available for import natively into Profiler. This will look at the data provided and match...
Basic Client Details Import (Email, Name, Phone)

A common request is to import basic client details into Profiler from an external system or spreadsheet. We support on...