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Settings intermediate schedule 9 min

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.

Carlos Martínez Tech specialist at Tesoro CRM with expertise in AI-driven automation and PropTech innovations for the real estate sector

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Importing Data

Prepare Your Import File

Start the Import Wizard

Map Fields

Choose Import Options

Validate and Import

Test First with a Small File

Exporting Data

Select Records to Export

Choose Export Options

Download and Use the Export

Import/Export Best Practices

Frequently Asked Questions

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

For your work

For your clients

For your business

Integrations

Importing and Exporting Data

Importing Data

Prepare Your Import File

Start the Import Wizard

Map Fields

Choose Import Options

Validate and Import

Test First with a Small File

Exporting Data

Select Records to Export

Choose Export Options

Download and Use the Export

Import/Export Best Practices

Frequently Asked Questions

Related articles

Creating and Managing Custom Fields

For your work

For your clients

For your business

Integrations

Importing Data

Prepare Your Import File

Start the Import Wizard

Map Fields

Choose Import Options

Validate and Import

Test First with a Small File

Exporting Data

Select Records to Export

Choose Export Options

Download and Use the Export

GDPR Right to Data Portability

Import/Export Best Practices

Frequently Asked Questions

Related articles

Creating and Managing Custom Fields