Import 

The Import tool lets you quickly populate the CRM with existing customer or lead data from external sources.

You can upload CSV or Excel files, map data columns to CRM fields, and bulk-import contact information in a matter of minutes.

The system includes validation checks to prevent duplicate entries and ensure clean data input.

This is especially useful for onboarding contacts from legacy systems, email lists, or third-party platforms.

With a clean import process, you save time and accelerate your outreach efforts.

Updated on May 15, 2025

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