Import your data into Close CRM (from CSV file & other CRM)
Published 12 May 2020
Description
Import data into Close CRM using Import2. Choose whether you wish to take data from a CSV, or import directly from another app.
1. Connect your Close CRM account
2. Select either App to App import or CSV import
3. Map the fields you wish to include in the import
4. Start the import and see the data within Close 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.
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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.
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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.
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