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Data Export

Maximizer

Step 1: Click the Maximizer button.

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Step 2: Select Import/Export/Transfer.

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Step 3: Click on Address Book Entries.

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Step 4: Select Browse.

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Step 5: Ensure that comma delimited is selected.

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Step 6: Select the fields to export.

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Step 7: Select Catalog.

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Step 8: Select Add.

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Step 9: Enter a name for the Catalog.

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Step 10: Select Export.

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Step 11: Upload your data.

Visit https://dataupload.paretoplatform.com to securely upload your data to us. Once your data has been received, our Data Team will contact you and begin importing your data into Pareto Platform CRM.

Pareto Platform
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