doTERRA: Import Back Office

To get a copy of your Advocates list:

1. Log in to your Back Office
2. Click on Wellness Advocate Services at the top of the screen
3. Choose Mailing Labels
4. Under Members, choose Wellness Advocates Only
5. Click Create Mailing Labels at the bottom of the page
6. Save that file to your desktop

To Import Your Advocates into Teamzy:

1. Go back to Teamzy
2. Go to Team page
3. Click Import
4. Click Import Contacts
5. Select the .CSV file you just prepared with your Advocates
6. Select Advocates under Member Type
7. Click Continue

To get a copy of your Customers list:

1. Log in to your Back Office
2. Click on Wellness Advocate Services at the top of the screen
3. Choose Mailing Labels
4. Under Members, choose Customers Only
5. Click Create Mailing Labels at the bottom of the page
6. Save that file to your desktop To Import Your Advocates into Teamzy:
7. Go back to Teamzy
8. Go to Team page
9. Click Import
10. Click Import Contacts
11. Select the .CSV file you just prepared with your Advocates
12. Select Advocates under Member Type
13. Click Continue

To Import Your Customers into Teamzy:

1. Go back to Teamzy
2. Go to Team page
3. Click Import
4. Click Import Contacts
5. Select the .CSV file you just prepared with your Customers
6. Select Customers under Member Type
7. Click Continue

Map Your Columns in Teamzy:

1. On the columns where you see a red X, select Ignore from the dropdown (or you may assign this data to “notes”)
2. Click Continue