In this article, you will see the two methods for retrieving your clients' and prospects' data.
Contents
We recommend retrieving your data manually only if you don't have, beforehand, any exploitable data (Excel file, etc.). If this is not the case, then we invite you to go to the "Retrieving your CRM data via Import" section of this article and invite you to import your data.
Required
Since a contact is necessarily linked to a company, you will always need to create the company before creating a contact.
Good to know:
If you plan to retrieve your invoicing data in BoondManager, it is advised to directly integrate the billing details of your clients when creating the cards.
If you have a large volume of data and these are exploitable, you are in the right section and the following videos will explain the steps to follow.
To find the dedicated tutorial for imports and therefore access the files, click on this link.
Qualifying your import file
Importing your file
Required
Before importing your data, make sure you have:
- removed unused columns
- removed help information (line 2 of the file)
- converted the file to .csv
We hope that this tutorial has been of any help and we invite you to let us know by voting in the dedicated section below.
If you still have any questions, feel free to get in touch with our Support team :
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