Thanks to the integration with Import2 (currently available only in the Automation package), you can now easily transfer data from another CRM application into Livespace, and visa versa. The only requirement is that the application from which you plan to migrate data should be on the list of Import2 ready integrations.
From which application can you import data to Livespace?
A full list of applications from which you can transfer data directly to Livespace can be found on Import2 page.
The list of available integrations includes, among others:
- Zoho CRM
How to import data using Import2
- To migrate data to Livespace from another application, choose App to App Import option.
- Fill in the Select Apps form:
a) From the list, choose the app from which you want to migrate data. Depending on the chosen application you will be asked to fill in some data, most often it is a login and password.
b) Choose Livespace, as an app to which you want to import data. Enter your account details in Livespace. API keys – API Key and API Secret – you can find them in Livespace in the Account Settings> API tab.
c) Select what do you want to import and how do you want to add data to Livespace. Approve by clicking Continue.
3. Map fields properly.
4. When the import is done, on your Import2 account there will be shown a list of imported contacts together with a link to its profiles in Livespace. You can go directly to its profile in Livespace by clicking Open.
With Import2, you can transfer to Livespace both, contacts and deals.
How to import contact from an xls or csv file?
Integrations with Livespace