DealerKit

DealerKit supports importing various types of data via spreadsheet uploads in CSV format. Download templates and learn how to import them by clicking the link for the relevant data type below:

<a href="https://intercom.help/dealerkit/en/articles/9797306-importing-contacts" rel="nofollow noopener noreferrer" target="_blank">Importing contacts</a>

- <a href="https://intercom.help/dealerkit/en/articles/9797306-importing-contacts" rel="nofollow noopener noreferrer" target="_blank">Importing contacts</a>

Importing Data

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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