Setting up
Bring in what you already have
Import customers and records from a spreadsheet.
Export your contacts from your current tool as a CSV file (every tool has an export button, usually under Settings).
In Tri-Gig open Customers, then Import. Choose the file. You see a preview and can match each column to a detail before anything is added. Duplicates by email are pointed out.
Lists you added yourself can import the same way from their own page.
If an import was wrong, open What changed in AI Studio and undo it.
Did this answer it? If not, write to support@trigig.com or open Help inside your workspace. A person replies within one business day.