How to Do Data Migration into Capsule CRM with Import2 Wizard

Published 13 November 2019

Description

Perform your own data migration into Capsule CRM using Import2 Wizard. Skip the CSV file export and import steps, and opt instead to import your organizations, people, opportunities, tasks and activities into Capsule CRM directly from another app.

1. Connect your Capsule CRM account, and the app(s) from which you are taking data from

2. Select the type of data you are importing, being careful to do one object at a time in the correct order, so as to be able to link your data together with each subsequent import

3. Complete the field mappings step

4. Start the import and see the records created within Capsule CRM

5. Proceed with the same steps for each remaining object you wish to migrate

Unlock your data from any business app

Using Data Export, you have the ability to get your data out of any app you use. Learn more

Move data directly between your business apps

Import2 Wizard allows you to move data directly between your business apps, giving you the freedom to move data anywhere you need it. 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