1. From your dashboard, hover over the left-hand menu. Place your mouse pointer here.
2. The tab should appear as illustrated below.
3. Click Settings.
4. Click Transfer History
5. Click Start New Import
Data Management: How to Start New Import
Starting a new import allows you to add multiple records into the system at once using a file, such as a CSV. This feature helps you quickly upload data like contacts, companies, deals, or activities instead of entering them manually.