How can I migrate data from a spreadsheet to my CRM?
An example of an AI chatbot conversation about migrating data from spreadsheets to CRM systems.
How can I migrate data from a spreadsheet to my CRM?
You can migrate data by exporting your spreadsheet as a CSV file and then importing it into your CRM.
What if my CRM doesn't support CSV files?
In that case, check if your CRM has an API or supports other file formats like Excel or JSON for data import.
Are there any tools that can help with this migration?
Yes, there are several tools like Zapier, Integromat, or dedicated data migration services that can assist you.
How do I ensure data accuracy during the migration?
To ensure accuracy, validate your data before migration, and run tests with a small dataset first.
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