Import2 is a third-party solution that assists in app to app imports, imports via CSV, and exporting data to populate and extract information between your tools. 

In order to use Import2 imports and exports, you must have an Import2 account. 

For any queries relating to this import tool, please contact Import2.

Within Teamwork CRM, you can connect your site to the Import2 tool and import your data from other CRM platforms.

Logging in to Import2

You can connect your Teamwork CRM account to Import2 by directly logging in to the Import2 platform via this link

Once selected, you will be prompted to log in to your Import2 account. Account options here include Google, Facebook, or email address. 

If you do not have an existing Import2 account, selecting the Google or Facebook options will create an account for you. Choosing Continue with email will allow you to provide an email address and password for your account. 

Once successfully connected, you will be presented with the Import2 dashboard. You can choose App to App import, CSV import, or Export via CSV from your site. 

Connecting to Import2 via Teamwork CRM

While logged in to your Teamwork CRM site, click your profile icon in the top right and select Settings from the dropdown menu. 

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In the settings area, select Import from the left navigation menu. 

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In the Import area, go to the Import your data section and click the Import button. 

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During the import process, you will be able to import sample data from an alternative app or platform. 

  • Step 1 - From: Select the source app you would like to use to populate the import.
  • Step 2 - Source Data: Connect to the selected app via the authentication method shown and click Grant Permissions at the bottom of the column to authorize access to your third-party app. 
  • Step 3 - To: Click Grant Permissions to authorize your data import. 

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For more information, see: App to App Import via Import2