Excel to CRM
ezTask.io recognizes the need to occasionally and at times even frequently import data from other sources to your CRM. Likewise, is the need to export records from the CRM for further processing. Eliminating complex integration functions, the application provides simple excel based imports and exports that save costs and are efficiency builders. Key imports and exports from and to Excel spreadsheets to leverage and enhance your productivity are listed below.
Contacts can be imported via excel spreadsheet. The system allows you to download the format of the excel spreadsheet, populate and upload to the CRM.
Leads / Opportunities
You can similarly transfer leads using the excel to ezTask.io CRM. And also export these records from the CRM.