Data Integration Tool to Help You Handle Any Data Task Like a PRO
Import2 Wizard utilizes the power of your tool's API to move any data you need, anywhere you need it. No technical know-how needed. See how you can use Import2 Wizard to accomplish your daily data tasks.
Data Sync
CRM and Helpdesk Integration
Avoid having your support and sales teams working in silos by sharing critical client data between your CRM and helpdesk tools. Read more...
Billing and CRM Integration
Sync important client purchase and billing details from your accounting platform to your CRM.
Marketing and CRM Integration
Automatically send new leads and lead scoring information from your marketing automation tools into your CRM.
CSV Import
Enrich Data From Other Sources
Enhance your existing records by updating them with data collected from other sources. Import2 Wizard will find the match to your existing record, and update the fields you select with the data from your CSV file.
Bulk-Add Sales Activity History
Make your data entry more efficient by using Import2 Wizard to bulk-add your various sales activities, such as calls, tasks, meetings, emails and notes. Our mappings allow you to set the link to the record they relate to, so they will appear in the contact history automatically.
Import Record Relationships
Never waste another minute manually linking records after you import, or trying to manipulate CSV files. Simply upload your CSV file and select how you wish to link your records during the import and we'll take care of the rest.
Export
Download Sales Activity
Whether you need to gather data for reporting or analyze sales team performance, you can use Import2 Wizard to export all sales activities, including notes, tasks, emails, meetings, and calls.
Automate Data Backups
Preserve your critical business data in a CSV backup. Simply choose the time and frequency when you need your data to be downloaded.
Migrate Legacy Data
Don't lose any data when switching tools. Import2 Wizard allows you to export all of your business data to CSV so you can take it with your anywhere you go.
Wizard Connects With Popular Business Apps