Last Revised: Written by Veloxity CRM Time Estimate: About 3 minutes to read. Version 2.0
Contents
What is Import Other CRM Data?
Definition
Use CRM Data Import to quickly migrate your data from another CRM into Veloxity.
How can I use Import Other CRM Data?
Use the import tool to import your CRM data from other software products.
Where can I find Import Other CRM Data?
Import Other CRM Data is found on CRM Setup.
From the Main Menu, click My Profile > App Setup > CRM Setup > Import Other CRM Data
Navigating Import Other CRM Data
You are looking at a screenshot of Navigating Import Other CRM Data:
Figure 1. Navigating Import Other CRM Data.
How can I use Import Other CRM Data?
Use CRM Import to easily import your data from Copper, Freshsales, HubSpot, Pipedrive, and Salesforce.
- Select the CRM from which you want to migrate data.
- Enter required details. This usually includes the API Key and an email address or username/password combination.
- Click Begin Data Migration.
What if I use a CRM not listed here?
You can import your data from a spreadsheet, and our support team can help you import data from many other brands of software.