Import/Export Data
Import data
You can import People and Companies data into Funnelmink from other apps using a .csv, .xslx, or .xsl file. In the Companies or People page, click on Options and then on Import.
Upload your file, match the columns, check your data and import it.
Export data
To export data from an object:
- Visit the object index.
- Choose the view for data export.
- Access the
Options
menu. - Click on
Export
. - Select the save location for the CSV data. Note that exporting may take time with a large record count.