Data Import

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Data Import is a module that allows migration of data from files into EPESI. As the name suggests, it can be used for information about contacts, companies, meetings, phone calls, etc. The file types can be either Excel or CSV. Data Import is one of the most commonly purchased modules in Epesi Store.

Basic info

Features

  • Import of company information from file - with custom mapping of fields
  • Import of contact information from file - with custom mapping of fields
  • Import to any other recordset (phone calls, meetings…) from file - with custom mapping of fields
  • Supported file types - Excel formats and CSV
Demo