Importing Data into SugarCRM
Generally when the companies deploy a CRM system they will want to import data from other Systems & software such as Outlook, Accounts Packages e.g: Sage, as well as other bespoke systems. And in nearly all cases, various Excel spreadsheets.
With Sugar you can import all this data into your new CRM and immediately start seeing results from the reporting, forecasting and Customer care tools.
This video will enable to you to:
- Understand importing features;
- Understand your importing options;
- Import and update data in various modules in Sugar;
- Prepare your data for importing;