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:
- Base CRM
- Zoho CRM
How to import data using Import2
- To migrate data to Livespace from another application, select the app from the list on the Import2 page.
- Depending on the chosen application you will be asked to fill in some data, most often it is a login and password.
- At the end, you will need to 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.
- After completing the import you will receive an email notification from Import2.
With Import2, you can transfer the following data to Livespace: contacts, deals, tasks, e-mails, notes, and phone calls.
How to import contact from an xls or csv file?
Integrations with Livespace