The Import2.com App for Pipeliner adds point-and-click simplicity to migrating your business data into Pipeliner CRM. This simple easy-to-use online data import service helps you transfer business or personal data into Pipeliner CRM from other cloud hosted apps and CRM solutions, with just a few clicks.
- You must have a Pipeliner CRM account.
- You must have your the account login data from your the other CRM.
- You must have the latest version of Pipeliner CRM.
Migrate data to Pipeliner from Other CRM
- Click on “User” and select “Administration” from the drop down menu.
- Click on "Import from Old CRM" icon and follow the simple steps.