How-To Videos

All videos here are based on real-life questions asked by clients regarding their business data.
Browse below to find the one (or more) that answers yours:

Import Data into Agile CRM (contacts & notes) 4:15
Import Sales Data into Salesforce (accounts, contacts, leads, opportunities) 6:04
Data Import into Zoho CRM (including Notes) 5:03
Data import into Copper CRM (formerly Prosperworks) 6:05
Salesforce Data Export (Leads, Tasks & more) 5:03
How to Do a Scheduled Data Export into CSV 1:45
Import your data into Close CRM (from CSV file & other CRM) 6:05
Setup an Auto Import into Your Cloud App 2:36
Export Email History from HubSpot 2:33
How to Create CSV file (in Excel and Google Sheets) 1:59
How to Open CSV file (in Excel and Google Sheets) 2:01
What is CSV file (overview) 3:05