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.
Within Teamwork CRM, you can connect your site to the Import2 tool.
Note: In order to use Import2 imports and exports, you must have an Import2 account.
In Teamwork CRM, click your profile icon and select Settings fro the dropdown menu.
In the settings area, select Import from the left navigation menu.
In the Import area, go to the Import your data section and click Import.
Once selected, you will be prompted to login to your Import2 account. Options here include Google, Facebook, or email address login from an existing Import2 account.
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 set 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.
Note: For any queries relating to this import tool, please contact Import2.
For more information, see: App to App Import via Import2