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 Wizard. 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

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
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