Importing your data (6)

Importing your data

Import your data from another CRM (HoneyBook, Dubsado, Zoho, 17hats, SMPL, DJEP, or a spreadsheet)

Modified on Sat, 11 Jul at 9:32 AM
Is my data safe? How the import scan, price estimate, and approval work

Modified on Sat, 11 Jul at 9:32 AM
After importing: $0 revenue, missing emails/phones, or products didn't transfer

Modified on Sat, 11 Jul at 9:33 AM
Connecting Zoho for import (creating a Self Client)

Modified on Sat, 11 Jul at 9:32 AM
Import a spreadsheet (CSV) of contacts or bookings - and the DJ Event Planner live importer

Modified on Sat, 11 Jul at 9:33 AM
Export your data: CSV downloads and saved report templates

Modified on Sat, 11 Jul at 9:33 AM