How to Add Existing Wholesale Clients/Companies and Contacts

Export Existing Companies and Contacts

The first step is to export your current B2B clients from where the data resides currently. Here are a few tutorials on how to export data from different systems.

• Hubspot - https://youtu.be/lviKIrZiXxY
• Salesforce - https://youtu.be/VgEY0ChMB7w
• Quickbooks - https://youtu.be/PzEz1XvV0_0

Import Into Luminous

1. 'Tools' -> 'Imports'

2. To import companies, utilize "Clients" under the Customers section

3. To import contacts, utilize "Company Contacts" under the Customers section