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.
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