Importing is transferring any data in the file to the CRM in .csv, .vcf, and .ics formats from your local computer.
Export is the convenience of downloading the data from your CRM account to the local computer.
Contacts are the lifeline of a business, and they can come from different sources. Vtiger CRM understands the importance of your contacts to you. This is why it lets you easily import contact records into the CRM.
Vtiger CRM allows you to import files in multiple formats like .csv, .vcf, and .ics. You can also import data from other CRMs to Vtiger with the help of migration.
You can map columns in your local file with the CRM fields for direct imports. Matching field names between the local file and CRM are automatically mapped.
Vtiger's Duplicate Handling makes dealing with duplicate records a breeze. You can choose how the duplicate records must be handled in the CRM or skip the checking altogether. You can also choose to create a new unique record or update the existing record when a duplicate is found.
The import process summary will inform you of details such as the total number of records imported, updated, merged, skipped, and failed to import.
Vtiger CRM lets you view the import history with all the relevant details neatly organized.
You can easily export in bulk through the List View. The exported data can be in .pdf or .csv formats.
The Summary View lets you export one record as a PDF file to your computer.
Vtiger CRM allows you to export reports as well.
Install the Vtiger Enrich Chrome extension to create or enrich contacts directly from various social profiles like Facebook, LinkedIn, etc. Vtiger Enrich helps you save time and keeps duplication at bay by finding matching contacts.
Effortlessly sync contacts, emails, and calendar events between Vtiger CRM and Office 365. The Sync Log lists all the records synced except emails. Please note that emails can only be synced (one-way) from Office 365 to Vtiger CRM.
Move emails to the vtcontacts folder in Outlook to sync it with Vtiger. Please note that emails can only be synced (one-way) from Outlook to Vtiger CRM.
If you use Google apps, then you can sync documents between Vtiger CRM and Google Drive for easier access. You can even sync contacts and calendar events from Google seamlessly.
Upload documents from Dropbox to Vtiger CRM to access them seamlessly.
Augment your campaigning efforts by syncing Vtiger CRM data with Mailchimp. This integration lets you sync contacts and campaigns from Vtiger CRM to Mailchimp, lists from Mailchimp to campaigns in the CRM, and both ways stated above.