Can I import from another CRM?
Yes, free on every plan. Import contacts, leads and deals from a HubSpot, Salesforce, Zoho or Pipedrive export, or from any CSV or Excel file, with a dry run before anything is written.
In the sidebar, under Properties, open Import and walk through four steps: Choose a file, Match columns, Dry run and Result. It is free on every plan, up to 5,000 rows per file; split a bigger file into parts.
- Choose a file and say whether it holds contacts, leads or deals. CSV, TSV and Excel files are accepted; save an older .xls file as .xlsx or CSV first.
- Confirm the column mapping. Exports from HubSpot, Salesforce, Zoho and Pipedrive are recognised by their column names and mapped for you, and anything the tool is unsure of is suggested rather than applied silently.
- Run a dry run. It performs every check the import will, duplicates included, and writes nothing.
- Import, and read the result row by row.
Importing never sends an email or a notification to anyone — neither to the people in the file nor to the agents they are assigned to. A contact that matches one you already have by email, or by phone and name, is skipped unless you choose to import duplicates, and nothing is ever merged automatically.
This moves your client book. Moving a portfolio of property listings in from a CSV file or an XML feed file is free too — see "How do I import properties from a file?".