How to Migrate Data from Excel Files using Data2CRM service?

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  4. How to Migrate Data from Excel Files using Data2CRM service?
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  4. How to Migrate Data from Excel Files using Data2CRM service?
  1. Home
  2. Knowledge Base
  3. Excel
  4. How to Migrate Data from Excel Files using Data2CRM service?

To provide successful data migration from Excel (or equal) files into CRM by using Data2CRM service, you should attempt the following recommendations:

    1. Convert your data into CSV file.

 

Note. In case your Excel file includes few sheets for different data types (e. g. 1 page is for contacts, 2 - for deals, 3 - notes, etc.), you should save each page into another CSV file.

excel migration

    1. Provide CSV Data Import.

 

Note. The following import is possible only by using those CSV files from Dropbox.

Note. If you have some issues about that point, feel free to take advise on “How to Import Data from CSV Files into CRM?”
Otherwise, start your free CSV demo import right now.

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