Migrating your data to Tall Emu CRM is Easy
Once you decide to use Tall Emu CRM, you’ll need to consider how to get your data from the systems you’re using now into it, so you can make the most use of it. Fortunately, we’ve taken care of this.
Powerful Import Wizard
Tall Emu CRM has a powerful import function, able to import CSV or fixed length files and map them to CRM. The extremely powerful importer can be used to load contacts, companies, notes or other data to the CRM.
A fast way to bring in Company and Contact data is to install the outlook plugin, and press the “Sync” button. This will create companies (if they don’t already exist) and associate the contacts with them. Before doing this, it’s worth spending a little bit of time organising your outlook contacts including clicking off the “Private” checkbox on any contacts you don’t want loaded into CRM.
Using the accounting link for MYOB, Reckon accounts or Quickbooks, you can import not only Companies and Contacts, but products, invoices and sales history too in order to get you off to a flying start.
CRM Migration Tools
Tall Emu is developing simple migration tools to allow data to be easily imported from other CRM providers. If you’re already running CRM and thinking of upgrading to Tall Emu CRM this could be the fastest way to get your data in.