Import Sales Data into Teamwork CRM (Companies, Contacts, Deals)

Published 16 April 2020

Description

Upload your companies, contacts, and deals into Teamwork CRM using Import2. Choose from CSV import, or importing data directly from another app.

1. Connect your Teamwork CRM account

2. Choose whether you wish to connect your app for an App to App import, or upload a file for CSV import

3. Follow the field mappings step to map the data you wish to include in the import

4. Start the import and see the data directly in Teamwork CRM

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