If you are migrating to WP-CRM System from another CRM, or even if you kept track of your organizations using an old-fashioned spreadsheet you can easily import them into your WP-CRM System.
Imports are done by uploading a CSV file with the appropriate information for each organization.
Import and export information to custom fields created with our Custom Fields extension.
Easily export all of your records with just one click!
- Self-hosted WordPress website (version 3.3 or higher). Will not work on WordPress.com sites.
- WP-CRM System plugin installed and activated (strongly recommended to update to the latest version).