Here you'll find an overview of how to successfully import data using Import2 Wizard.

If you have any questions as you utilize this feature, feel free to chat with us and we can walk you through it!
Import2 Wizard allows you to import any record type that is available with your tool's API.

The import feature can be used for both bulk-adding new records or updating existing records in any tool you connect, via CSV file. Please refer to our mappings guides to learn how to map specific fields during your import.

If you're interested in setting up an automated import, please read here. If you are looking for an ongoing data sync between two tools, please read about this feature here.

To perform an import:
Upload your CSV file
Select the tool you are importing into
Select the type of data you are importing
Complete the field mappings
Start the import