A smooth import is the biggest blessing for a new CRM user, because no one wants to manually re-enter accumulated data on customers and contacts when switching (even if it is just from Outlook or another address book).
In order to better understand why all imports fail in the future and to make the importers gradually better, we have put the foundation of our importers on a completely new basis. The update has been online since the beginning of the week and colombia telegram screening we are already noticing that errors or queries are occurring in significantly fewer imports. And in the last three days alone we have made almost 10 updates to the importers in order to correctly handle special cases such as incorrect data when importing a birthday.
Various options for CRM import
The sources from which CRM data can come are as varied as the different formats that result from them. Unfortunately, not all vCards are the same and not all data in Excel files is structured as one would expect from a spreadsheet program. This makes the task of extracting as much information as possible from each data collection and importing it sensibly all the more difficult.
We continue to support the two formats Excel and vCard / business card, but have also implemented a new import option - import from Highrise.