CRM Import & Export
Move information between supported systems.
Bring contacts in from other tools and export your data when you need it, through supported formats.
New lead · Sarah K.
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What is CRM Import & Export?
The business problem it solves
Move information between supported systems. Without it, the work that crm import & export handles tends to slip through the cracks — missed calls, forgotten follow-ups, and disconnected records.
Key benefits
- Easy migration
- No lock-in
- Bulk updates
Three simple steps
Match columns to CRM fields.
Bring records in.
Download when needed.
Where it fits your business
How it connects with the rest of OmniSuite
Every feature shares one CRM, one inbox, and one automation engine — so actions flow across your business automatically.
CRM Import & Export reads from and writes to the same customer records, calendars, and workflows as every other OmniSuite capability. When something happens here, the rest of your business responds automatically.
Related features
Frequently asked questions
Some CRM Import & Export capabilities are included in standard plans, while others are add-ons, integrations, or services depending on your configuration. Availability is confirmed during onboarding.
Most features connect to others automatically inside OmniSuite. Some require a supported integration or provider — we'll disclose any setup, usage, or third-party requirements before you enroll.
Yes. Book a free demo and we'll walk you through a live demonstration using sample data, then recommend a configuration for your business.
Ready to put CRM Import & Export to work?
Book a free demo and we'll show you this feature — and the connected system around it — using sample data.