Data Portability

Transferring customer records is a simplified process with the Customers app of Apptivo CRM Software. You can import and export records in Apptivo by selecting the More icon → Import/Export from the App Header to redirect to the corresponding page.

commonAppHeader-customers

Import Customers

  • Apptivo CRM enables you to import customer records in CSV format.

    Import-customers

Export Customers

  • You can export customer information individually or through bulk actions.

    Export-customers