![]() The next stage is to decide what should be done with the imported records. Then, click Choose File and upload the CSV file you’ve exported from your previous CRM system. ![]() In this case, select Contacts from the Entity Type list. The first thing to do here is to determine the type of records that are going to be imported. Let’s dive in and take a closer look at each step. The import process happens in three steps. In order to migrate data, at first navigate to Administration and click Import in Data section. The system allows you to import information in CSV file format. Importing data into EspoCRMĪs soon as you have the export file with customer data, you can start importing it into your EspoCRM instance. To find more information on the topic, follow the link:Īll trademarks belong to their respective owners. Just select the suitable option, click Export Contacts and save the export file to your computer. ![]() In the next window, you can see three options: Export selected records, Export data in current page, Export all data. In case you want to export all the contacts, just click “More” button and select Export option. If you want to extract particular records, you need to select them from the list beforehand, then click More > Export. To start exporting contact information, navigate to Contacts module. The export of contact data from Vtiger CRM is a simple process. ![]()
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