The Data Import tool helps you migrate your information into the system and update your existing records in bulk. This video will demonstrate how to perform data import in EspoCRM.
Interactive demo — click through at your own pace.
In this video guide, you’ll find out how to:
transfer multiple records at once
configure import parameters for different entity types
map fields with CSV columns correctly
add default values to certain fields
safely revert import results if something goes wrong
Next step
Try it in EspoCRM
Open a working demo and follow the same steps in a real system.