Import

ConvergeHub’s CRM import function is designed to help users efficiently migrate data from external sources into the platform. This feature supports common file formats like CSV and Excel, allowing you to centralize information from various spreadsheets and databases. The process is streamlined with a mapping tool that helps you align your external data fields with the corresponding fields within ConvergeHub’s modules, such as Leads, Contacts, or Accounts. A key benefit is the ability to easily bring in a wide range of customer data, helping you achieve a 360-degree view of your clients. This reduces manual data entry, improves data quality, and ensures all your information is in a single, accessible location.