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Data Import

Data Import can be used to transfer information from an the external source into your CRM instance. The feature can be used to import leads, contacts, accounts, products, reports, cases, etc. from CSV files. Data Import allows users to transfer multiple records and/or update the existing ones at once. The feature provides the ability to configure the import properties and revert import results if something goes wrong. With its help, the initial software implementation is quicker and more efficient. In addition, this feature is extremely useful for keeping information up-to-date in case a company uses several applications to manage business processes.