Migration from CSV and Excel Files: Unveil New Possibilities

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Migration from CSV and Excel Files: Unveil New Possibilities

Fabulous news from Trujay! From now on, you get an opportunity to import the information from CSV and Excel files to the desired CRM effortlessly! Forget about the data importing obstacles and records losses with the flawless and secure migration mode!

Complying with high standards and constant innovations of the business world, many companies encounter with a task of moving the information from CSV and Excel files to CRM systems. Trujay simplifies a task and helps you complete the transfer swiftly and accurately.

CSV and Excel spreadsheets are readable and easy to edit manually, simple to implement and faster to handle. However, many companies find the solutions as an unfit for agile business practices and collaborative work. Besides, the organizations have difficulties to generate reports and consider the spreadsheets incapable of supporting quick decision making.

These insufficiencies spur a thought for businesses to migrate from CSV and Excel files to CRMs. With Trujay, you can perform CSV/Excel data importing in the several steps avoiding any copy/pasting:

  1. Register your account at https://app.trujay.com.
register

2. Choose CSV or Excel from a drop-down box. Name the file you want to migrate and upload the corresponding file from Dropbox. Perform the same procedure for all data that should be imported. Then, click “Continue.”

3. Provide future CRM credentials and press Request Demo to proceed with data transition. Our account manager will contact you within 24 hours.

Manage your business processes easier, migrate to suitable CRM. Try a free Demo Migration to evaluate the newly-gained opportunity in action!

 

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