Transfer existing data into the system using our import tools:
- Prepare your data in CSV format
- Go to Admin > Data Management > Import
- Select the appropriate data type (Contacts, Accounts, etc.)
- Upload your CSV file
- Map columns to corresponding fields
- Preview and confirm the import
- Submit and monitor progress
For large datasets, imports are processed in batches. You'll receive an email notification when the import is complete, along with any error reports for failed records.