Import Instructions
Prospects may be imported from an Excel based CSV file. The Excel spreadsheet must be saved as a CSV file, other Excel file extensions will not import into Oscar.
Audit the prospect list prior to importing it into Oscar. This will eliminate the chance of duplicating a corporate client in Oscar.
Import Instructions
Click the 
option on the Prospect Import Screen. This will create an Import Template for importing Prospects.
option on the Prospect Import Screen. This will create an Import Template for importing Prospects.Select the location to save the Import Template.
Using the Import Requirements below, populate the fields on the Excel import template. This may be manually updated or copied and pasted from another application or Excel file.
After the Import Template has been completed, click 
. Select the Import Template from the location where it was saved.
. Select the Import Template from the location where it was saved.The Prospects will load into the Prospect Import screen. If all Prospects are not visible, use the scroll bar to go to the top of the list.