Data Import

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.

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.

Bring external data into your CRM quickly and easily.

• Accounts
• Contacts
• Leads
• Opportunity Tracking
• Calendar and Activities
• Data Import
• Using Print to PDF
• Reports and Analytics
• Data Export
• Security Roles
• Entity Manager
• Dynamic Logic Configuration
• Working Time Calendar Organization
• Meeting Scheduler Configuration
• Web-to-Lead Guide
• Customer Portal Administration
• Workflow Management
• Business Process Management (BPM)