Can I import enquiries from my old system?
Yes. Import a CSV or Excel file into an enquiry type from Settings → Import & Export.
Yes. Open Settings → Import & Export, then select Enquiries under Customers & CRM. You need the Manage enquiries permission and access to the enquiry type you import into.
- Choose the Enquiry type, then upload a CSV or Excel (
.xlsx) file. Download Templates has an Enquiries template to start from. - Map your columns. Subject and a name are required. Columns can also go into the enquiry type's parameters.
- Map each stage and category in your file to a stage and category of the enquiry type, and choose defaults for empty cells.
- Run the import.
Every imported enquiry is linked to a customer: an existing customer with the same email, or a new one created from the row. Imported enquiries keep their original dates and do not send new-enquiry emails or run automations. See Importing enquiries.