Import2 Wizard lets you import and export companies, contacts, deals and activities and more with CSV files or move them to Teamwork from other apps.
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Data problems you can solve
Import and update contacts data
Upload contacts in bulk or update fields on existing contacts, such as phone numbers, addresses, email or custom fields.
Update your existing deals properties
Add missing information to existing deals in Teamwork using a CSV file.
Automate upload of data
Import contacts into Teamwork on a regular basis. A one-time setup, and then forward your CSV file to the assigned email address for the import to happen automatically.
Export historical activities
Download activities from Teamworks in full or apply filters to get only required data. Use one-time export or schedule regular exports.
Use App2App import to move your data between apps, without the need for CSV files. Select the apps you use, and create a direct connection to move the data you want over.
Have the ability to bring the data you want into the tools you use from a CSV file. Whether you are creating task lists, updating contacts, enriching business data, adding notes - Import2 Wizard supports that.