You can bring over all of your data at once by importing files from another CRM or spreadsheet. Articles in this section will go over the Import process. For information about preparing your spreadsheet for Import, check out the External Data Preparation article.
Import allows you to bulk add or update Companies, People, and Deals. You can get access to Imports from the Manage tab:
or from the Quick Add Menu:
The Import process has 3 steps:
Click Here to watch a video tutorial on Importing.
Click Here to watch a video tutorial on Updating Data via Import.
If you have questions about your Import, you can contact support through chat or reach out at email@example.com.