Importing from another CRM

You can bring clients and leads in from a CSV file exported by another system.

Clients: open Clients, choose Import, upload the file, then match each of your columns to a field (name, contact, email, phone, a billing address, notes, and the property's address). Put each property on its own row to give a client several properties. A client that already exists (same email, or the same name if there is no email) is not changed; only new properties are added.

Leads: open Leads, choose Import and do the same. Every imported lead starts as an Inquiry, assigned to you. A lead already in the pipeline (same email, or same name and phone) is skipped.

A file can have up to 2,000 rows. Rows that are not valid are skipped and listed with the reason, and the rest are imported. Commas, semicolons and tabs are all understood as separators.