How do I import my data from another CRM?

Modified on Wed, 3 Jun at 10:04 AM

Switching from another CRM is done in two parts: your contacts and your email history.

Transferring your contacts

Export your contacts from your old CRM to an Excel or CSV file and import that into SpinOffice. The full steps are described in How do I import a group of contacts?. Almost every CRM can export to Excel, so this works regardless of where you're coming from.

Bringing your email history with you

You import your existing email correspondence by connecting your email account. When configuring your account, SpinOffice retrieves the full archive of your mailbox, so your earlier correspondence is automatically linked to the right contacts. See How do I add a new email account? for the setup.

If you get stuck, or have a large or complex dataset, contact us at support@spinoffice-crm.com. We're happy to think through the best approach with you.