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Videos > CRM 7-8 > CRM Setup > Data Imports & Exports > Importing Data (OnContact CRM V7)
In the training video below, we’ll walk through how to important a file that contains information related to a customer and company.
In addition, we’ll discuss how you can utilize OnContact CRM 7’s sample templates to make the import process more streamlined and efficient.
Inspiring companies to grow through Information. We are an award-winning, leading developer of ERP and CRM software solutions along with comprehensive implementation and support services. Let us show you how WorkWise can help grow your business.
Deployed in the cloud or on-premise, WorkWise ERP is engineered to meet the unique complexities and challenges today’s manufacturers face. From shop floor to delivery, WorkWise ERP gives you a complete view of every aspect of your business.
Offered in the cloud or on-premise, OnContact CRM software delivers powerful sales automation, marketing automation and customer service software designed to streamline navigation, enrich usability and deliver a world-class user experience.
