Listings in Data import & export

As with any other database, data import & export are an integral part of the data management of CRM software. Data import is needed to update and enrich customer data for service improvement and monetization. Common data sources for import are Google or Excel spreadsheets, ERPs or other CRM software. However, precautions should be taken to clean data before importing, as any errors during this phase can significantly affect the efficiency of business processes. Data cleansing involves filling silos, removing duplications, and efficient organization. On the other hand, data export is usually done to back up some or all of the information in the database. Migrating to a new CRM or transferring information from CRM to enterprise solutions such as ERP or CDP is another reason for exporting CRM data. Likewise, data cleaning can be done prior to export to strengthen the integrity of the exchanged data. With CRM data import & export, companies can continue to get the best out of CRM systems.