Yes. The core modules have the ability to Import and Export data directly. Common formats such as CSV are supported, with a real easy way to 'map' import fields to the correct OpenCRM field. Contacts, Companies, Leads and Opportunities all have the Import / Export options. If you need to import a more complex data set, that includes linked records across multiple tables, then we would advise you speak to your account manager to fully understand the best way to manage this process.

• Rate This Article

  
  
• Feedback and Comments

  Name:

  
  

You may also be interested in:

• Is it really that secure!?  Updated : 07-12-2007 17:07
  OpenCRM
• Who owns the data?  Updated : 07-12-2007 16:57
  OpenCRM
• What about web integration  Updated : 07-12-2007 16:57
  OpenCRM
• Backup - how does that work?  Updated : 28-01-2010 15:30
  OpenCRM
• Can I set administrator access to limit some users  Updated : 07-12-2007 16:57
  OpenCRM
• What is the length of the contract with OpenCRM  Updated : 07-12-2007 16:57
  OpenCRM
• Can I get enquirys to update the Leads module?  Updated : 07-12-2007 16:57
  OpenCRM
• I'm not an Outlook user, can I use OpenCRM as my email client?  Updated : 07-12-2007 16:57
  OpenCRM
• I want to search all of the Core Modules - How do I do this?  Updated : 17-07-2012 10:06
  OpenCRM
• When a Lead goes 'HOT' can I move this on easily?  Updated : 25-03-2011 12:30
  OpenCRM OpenCRM::Leads OpenCRM::Opportunities