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ImportSync - CSV Mapping For Perfex CRM

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About This File

NOTE: This module is an extension for Perfex CRM and requires Perfex CRM to be installed.

Introducing ImportSync: Effortless CSV Mapping for Perfex CRM

ImportSync is the ultimate solution to streamline your data integration within Perfex CRM, providing an intuitive and user-friendly interface to effortlessly map your various CSV files to Perfex’s built-in CSV format. With seamless support for mapping Leads, Customers, Expenses, Items, and even a newly introduced Staff CSV, ImportSync enhances your data management experience like never before.

Key Features:

  • Effortless CSV Mapping: ImportSync empowers Perfex clients to map their diverse CSV files to Perfex’s native CSV format through a user-friendly UI. Say goodbye to complex data integration processes and hello to simplicity.
  • Comprehensive Compatibility: ImportSync covers an extensive range of CSV types, including Leads, Customers, Expenses, Items, and Staff. It provides a holistic solution to meet your various data integration needs.
  • Enhanced Staff Management: ImportSync introduces a novel CSV for Staff import, allowing you to seamlessly integrate staff data into Perfex CRM. Map Staff CSV effortlessly for a well-organized team management experience.
  • Unleash the Power of Mapping: With ImportSync, mapping your CSV data becomes a breeze. Whether it’s Leads, Customers, Expenses, Items, or Staff, you can define the relationships with Perfex’s CSV fields effortlessly.
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