
Import /
Data Migration Tool for Legrand CRM
The ABA Import
Utility provides an easy to use
interface for importing Activity
Notes, Tasks, Opportunities and
Customer Service records into
Legrand CRM from CSV file (Excel).
Designed to offer users flexibility,
the interface provides various
options for contact matching rules
and supports import to all core
fields.
This utility is
extremely valuable to new sites
particularly seeking to migrate
information for other systems into
Legrand CRM. Equally it presents a
simple mechanism for existing
clients to create records in bulk
saving data entry time.
Current import
functions include:
|
• |
Activity Notes |
|
• |
Tasks |
|
• |
Opportunities |
|
• |
Customer Service / Jobs |

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