Your familiar CSV import, but better
When you have the data you need where you need it, your business will benefit. Import2 Wizard helps you bring the data you want into the tools you use - whether it be contacts, accounts, deals, tickets, customers, emails, tasks, notes and more.

While other tools can't get the job done or make it too complicated, Import2 Wizard provides a solution that is simple, effective and accurate.
How it works
1
Get your data into CSV
Download your data into a CSV file. If you need help, you can use Import2 Wizard to export data from many popular apps.
2
Connect your app
Login to your Import2 Wizard account, and connect any app that you want to import data into.
3
Setup your import
Select the type of data you wish to import and map the fields you wish to include from the full list of options in your database.
4
See the data in your app
Your data imports straight into your app, working in the background while you go about your day.


See how easy it is to complete an import using Import2 Wizard
Problems you can solve with CSV import
Enrich contacts with new information
If you obtain new or updated details about your business contacts, you can take that data from CSV file and upload into your database to help fill in the blanks on your existing records.
Migrate legacy data from another business app
Whether it be monthly sales to update your ledger, new email subscriptions to add to add as contacts in your CRM, recurring meeting notes, and more - you can setup the import once, and simply email an updated file anytime you want to automatically update your database.
Import activities, tasks and notes
Its critical to keep track of the touchpoints you have with your customers inside your database, but a pain to manually add them in as they happen. Instead, use a CSV import to bulk-add any interactions, tasks lists, or notes you have.
Create associations between records
Avoid orphaned records or tedious manual linking, and use CSV import to create the associations between related records. Whether it is between contacts and the companies they work for, deals and their associated point of contact, companies and their parent companies, and more. Ensure your data is structured the way you want it.
Auto-import new or updated information into your database
Whether it be monthly sales to update your ledger, new email subscriptions to add to add as contacts in your CRM, recurring meeting notes, and more - you can setup the import once, and simply email an updated file anytime you want to automatically update your database.
“
CSV Import is bringing data into a software or tool, from a CSV file.
— Import2 Glossary
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More ways to work with your business data
Import business data directly from popular apps
Looking to ditch the CSV files and move data directly between apps? With App to App import you create a direct connection between two apps and import data directly between them.

Learn more about App to App Import
Automate your import
Save yourself time by eliminating manual imports, and choose instead a one-time setup so you can perform regular data uploads into your business apps.

Learn more about Auto-import
Learn more about how to move your data
Browse our how-to videos to learn how to perform any data import and export task you need with Import2 Wizard.

View How-To videos