Importing Existing CRM or Sample Data

The “Import” section allows you to import existing CRM data. To import the data, select the type of data, then the .CSV file that contains the data, then select “Import Data”. In addition, if you need help with how to format your csv file, you may refer to and download three templates for Companies, Deals, and People by clicking the template buttons as seen in the screenshot.

Under Import … “Sample Data” (tab) you may also choose to add or remove the “Sample Data” that was included with your CRMery installation. For purpose of testing, the CRMery sample data is recommended as it will help you learn more about CRMery and how the various parts of the program interact with the whole. However, if you are already familiar with CRM's, have already learned how to use CRMery and are ready to start creating content you may remove the sample data at any time.

Seeing is Believing. Try Our Fully Functioning Demo.

Experience the incredible power of a Joomla! CRM. Both front and admin demo's are available.