Import Template

Modified on Wed, 19 Dec 2018 at 12:25 PM

The first step in your CallSteward.Com database is to gather data.


Download the attached spreadsheet and copy your information over.

There are some fields that are required such as name and phone number.

Those are highlighted in yellow.


In order for employees to have online acess, we must have email addresses.

This is not required, but will make your life more tolerable later down the road.


When you are done, please create a ticket, attach your file and submit your data.

We will do the import, usually inside of a day, and you will be on your way.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article