Within Teamwork CRM, you can sync external companies and contacts from your Teamwork.com site.

The companies and contacts sync will check your Teamwork.com site for any existing external companies and associated contacts that are not currently in your Teamwork CRM site and import them.

Note: This sync will not import the owner company or any users (standard, client, collaborator).

Click your profile icon in the top right of your site and select Settings from the dropdown menu.

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In the Settings area, select the Import option in the left navigation pane.




Click the Import button next to the Import companies and contacts from Teamwork option.

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The import process will begin immediately and you will see a banner across the top of your site alerting you that the sync is in progress.

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Once the sync is complete, you will see an alert in the bottom right of your site.

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Note: Imports from Teamwork.com will not be listed in your import history.

For more information, see: Integrating with Teamwork.com