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Data Import

How to import records (contacts, accounts, deals) from a CSV/XLSX file?

Thu, 1 Aug, 2024 at 5:44 PM
FAQs: Data Import

Thu, 19 Oct, 2023 at 5:21 PM
What are the best practices for Data Import?

Tue, 10 Aug, 2021 at 9:51 AM
How to migrate from Zoho, Pipedrive, Insightly, Salesforce, or Salesforce IQ?

Thu, 1 Aug, 2024 at 5:43 PM
How can I monitor the progress of CSV imports and view import history?

Mon, 19 Feb, 2024 at 2:30 PM
How to import products?

Tue, 2 Apr, 2024 at 9:32 AM
How to import offline events?

Thu, 28 Sep, 2023 at 2:34 PM
How to import contacts and accounts together & link contacts to existing accounts?

Thu, 1 Aug, 2024 at 5:09 PM
How do I import multiple values to a record?

Fri, 18 Nov, 2022 at 3:52 PM
Data Import FAQ's

Tue, 25 Mar, 2025 at 4:53 PM