Step 1: Click the Maximizer button.
Step 2: Select Import/Export/Transfer.
Step 3: Click on Address Book Entries.
Step 4: Select Browse.
Step 5: Ensure that comma delimited is selected.
Step 6: Select the fields to export.
Step 7: Select Catalog.
Step 8: Select Add.
Step 9: Enter a name for the Catalog.
Step 10: Select Export.
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.