Import Data into Agile CRM (contacts & notes)

Published 06 May 2020

#Agile CRM

Description

Add your contact and note data into Agile CRM with Import2 Wizard. 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

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