Introduction

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Introduction
 

 

CRM-Express can import data from various source files including files from other CRM programs.


Contacts can be imported from

graphic  Act! (dbf format) or other dbf format tables e.g. foxpro dbf

graphic  Goldmine (dbf format)

graphic  Microsoft Outlook

graphic  Microsoft Outlook Express

graphic  Other (CSV format) - Comma Separated Values


Sales information can be imported from

graphic  CSV Files




Product information can be imported from

graphic  CSV Files


Tip: If you have contact data in an Excel file, you can save the Excel file in a CSV format and import the CSV file into CRM-Express


All import options are accessed from the File Menu as seen below