Import Data into Agile CRM (contacts & notes)

Published 06 May 2020


Add your contact and note data into Agile CRM with Import2. Choose to import with CSV files, or even bring the data over directly from another app.

1. Connect your Agile CRM account

2. Choose how you will import the data

3. Complete the field mappings

4. Start the import and view your contacts and notes in Agile CRM

The Complete Introduction to CSV
A straightforward and practical exploration of all things CSV, from how to create and open files, converting CSV from other formats and troubleshooting common issues. Learn more
Import your data into any business App
Take your data from CSV file to upload into your apps. Or, opt to take data directly from one app and copy it into another. Learn more
Unlock Your Data From any Business app
Use Free Export to download data from your apps, so you can save it or move it wherever makes sense for your business. Learn more