Data Import

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.

This module is being redesigned and is unavailable for purchase at this time. Please, contact us if you are interested in using it in the future

Features
Screenshots
Modules required
License

Data Import 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