Help Connect

Import appointments from a CSV

Use this to bring the day's appointments into TrueSit without a CRM, so each rep finds their sits on the phone.

1. In the sidebar under Connect, open Connect. Under Import appointments, choose Import a CSV.
2. Choose Download the template and fill it in, one appointment per row. Keep the header row.
3. Under Appointments file, choose your CSV file.
4. Check Columns: each column of your file is matched to a field. Fix any match that is wrong.
5. Read the Import preview. Each row shows New, Updates a sit, Duplicate or Refused, with the reason for a refused row.
6. Press the import button under the preview. It shows how many appointments it will bring in.
7. Under Imported, check New sits and Sits updated, then choose Open sits to see them.

Each new sit shows on its rep's Today on the phone, with the consent rule of its address.

If it does not work

• The file has no rows under its header: add the appointments below the header row and choose the file again.
• A row is refused: fix what its reason names and choose the file again.
• A row shows Duplicate: a sit already exists at the same address at nearly the same time. It is not imported twice.

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