Import and Export Data

Import and Export Functions

The import and export functions help you transfer data between your office environment and the CRM system. CRM data can be used in a wide range of other office applications.

In most cases, existing inventory or customer data needs to be imported into the CRM. However, legacy data import requires some preparation and is often underestimated in terms of the time and effort needed. It also requires a certain level of technical expertise.

In the next sections, you will find important guidelines and explanations on how to properly prepare your data for import.