If you're migrating to ProsperWorks from another CRM or contact management solution, we can help you move your existing data into our system. Your first step in this three-step process is to export your data from that third-party system.
In this article, we'll tackle the following:
Most programs let you export your contacts as a CSV file. For instructions on how to export your data from a specific solution, click one of the links below. You'll be taken to a support article on how to export your Contacts as a CSV file from the system. Don't see your program in this list? Send us an email and we'll help you find out how to export your contacts from your current solution.Constant Contact
- Once you have exported your data from another service, open up the files and delete columns you will not need anymore like, IDs and timestamps.
- Split your data into our Categories: Companies, People, Opportunities and Leads. Not sure what this means? Go to step 4 in this link and check out our example spreadsheets.
- Need help formatting your file? Click here for some helpful editing commands.
Now that your files are edited. Please follow the instructions in our 'Importing an Excel or CSV File' article.