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Importing and Exporting Data

Learn how to quickly import large amounts of data from other systems and export your CRM data for analysis and backups.

list Table of Contents expand_more

Importing Data

1

Prepare Your Import File

2

Start the Import Wizard

3

Map Fields

4

Choose Import Options

5

Validate and Import

Test First with a Small File

Exporting Data

1

Select Records to Export

2

Choose Export Options

3

Download and Use the Export

GDPR Right to Data Portability

Import/Export Best Practices

Frequently Asked Questions

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settings Settings

Creating and Managing Custom Fields

Adapt Tesoro CRM to your specific business needs by creating custom fields for contacts, properties, and deals.

schedule 9 min
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