Description

ImportSync – CSV Mapping For Perfex CRM” is a tool designed to streamline data import and synchronization processes within Perfex CRM. Here’s a comprehensive list of its features:

CSV Data Import
Custom Mapping
Data Field Matching
Bulk Data Upload
CSV File Validation
Data Synchronization
Data Transformation
Field Customization
Data Preview
Import Logs
Data Deduplication
Data Validation Rules
Custom Data Import Templates
Data Source Selection
Automated Data Imports
Data Import Scheduling
Data Import History
Data Import Status Tracking
Data Error Handling
Data Transformation Rules
Data Export
Data Mapping Templates
Data Import Notifications
CSV File Format Support
Data Import Filters
Data Import for Contacts
Data Import for Companies
Data Import for Deals
Data Import for Invoices
Data Import for Tasks
Data Import for Projects
Data Import for Expenses
Data Import for Leads
Data Import for Tickets
Data Import for Estimates
Data Import for Payments
Data Import for Proposals
Data Import for Products
Data Import for Services
Data Import for Staff
Data Import for Customers
Data Import for Vendors
Data Import for Users
Data Import for Support Tickets
Data Import for Communication Logs
Data Import for Custom Fields
Data Import for Notes
Data Import for Taxes
Data Import for Assets
Data Import for Contracts
Data Import for Knowledge Base Articles
Data Import for Expenses Categories
Data Import for Roles
Data Import for Permissions
Data Import for Articles
Data Import for Categories
Data Import for Subcategories
Data Import for Tags
Data Import for Ticket Statuses
Data Import for Ticket Priorities
Data Import for Ticket Agents
Data Import for Ticket Departments
Data Import for Estimates Taxes
Data Import for Estimates Products
Data Import for Payment Gateways
Data Import for Payment Statuses
Data Import for Products Categories
Data Import for Services Categories
Data Import for Expenses Categories
Data Import for Projects Categories
Data Import for Knowledge Base Categories
Data Import for Articles Categories
Data Import for Staff Departments
Data Import for Contracts Categories
Data Import for Custom Fields Categories

These features make “ImportSync – CSV Mapping For Perfex CRM” a versatile tool for seamlessly importing and synchronizing data in Perfex CRM, allowing for efficient data management and integration.