CSV Import

CSV ImportFeb 22,2021

How to import Aged Leads into SwiftCRM, or migrate from competing systems to SwiftCRM hosted CRM software.

Import to Contacts / CRM / SwiftCloud

Import to SwiftCloud Note: the same process applies for importing CRM Data. In this video we import CSV (Comma Separated Values), however, we encourage you to use TSV (Tab Separated Values) as it is more reliable (because addresses sometimes contain commas in the street address or comments, which then affects the column-order).