Setup an Auto Import into Your Cloud App

Published 07 October 2019

Description

Use Import2 Wizard to create an automated import of your business data into your cloud apps. Save time by setting up the import parameters once, and then emailing new data anytime you wish to add it into your app(s).

1. Connect your cloud app(s) that you wish to import data into

2. Setup the import parameters, including the field mappings and the email where your CSV files will be sent from

3. When you have new data to add to your apps, send your CSV file(s) to the Import2 Wizard email address provided during setup

4. See the data automatically imported into your apps

Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps. Learn more
Your familiar CSV import, but better
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. Learn more
Business Data Glossary
We know that talking about data could be confusing. Here is a list of terms for you to get up to speed. Learn more