Data Management

Import, export, and maintain the quality of your CRM data.

Import Data

Import contacts, companies, or deals from a CSV file with intelligent field mapping and duplicate detection.

Export Data

Export any entity or filtered view to CSV or Excel. Includes all custom fields and relationships.

Backup & Restore

Download a full backup of your CRM data or restore from a previous backup point.

Duplicate Detection

Scan for duplicate records across contacts and companies. Review and merge duplicates to keep your data clean.

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