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I'm moving over from Connectwise to CommitCrm.
I was wondering if anyone has a best practice so that I can import Accounts, and properly assign the CONTACTS associated with those accounts. Some of my accounts have up to 20 internal contacts. I can only see an account import option - but there must be a way to import a long list of contacts and have them connect to the proper account based on company name or something like that? Thanks for any ideas, Gavin |
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Hi,
RangerMSP has the ability to import your account secondary contact information on an account-by-account basis. So, if you can get ConnectWise to export the data in this manner (using xls, csv, txt formats), you'll be able to re-import them into RangerMSP. For more discussion regarding this option, see this forum thread. I hope this helps. Reno |