Import

How to Import Data via CSV in UPilot?

UPilot offers two different ways to import your contacts, deals, and other data to the CRM. You have the option of importing a CSV file that you have, or alternatively you can import your data from other CRMs such as Highrise and Insightly as well.  The import can be done both when you are creating your account, or at a later stage. During the registration process, you would be given an option to directly import your data in the CRM.  […]

How to Import data from Any CRM to UPilot?

UPilot offers a simple way to import your data from various CRMs. You can import your data at both the registration stage as well as at a later stage. Exporting Your Data Exporting from Zoho CRM From Zoho CRM, you can export your data for each module in the following manner: Go to Setup > Data Administration > Export In the Export Data page, select the module from which you want to export data Click Export Exporting from Salesforce CRM From Salesforce CRM, […]

How Can I Import My Data from Insightly to UPilot CRM?

UPilot offers a single click import of all your data from Insightly CRM. You can import your data at both the registration stage as well as at a later stage. Exporting from Insightly To export all your data from your Insightly account, you can do so in the following manner: Login to your Insightly account Go to the System Settings Click on ‘Data Export’ Click ‘Email me an Export of All Account Data’ A zip file would now be emailed to your […]