Object Name | Export | Import | Important Information |
Contacts | ✅ | ✅ |
|
Companies | ✅ | ✅ |
|
Conversations | ✅ | ✅ |
|
Notes | ❌ | ✅ | Notes are stored and structured as part of a conversation rather than as standalone records. |
Messages | ❌ | ✅ | Messages are stored and structured as part of a conversation rather than as standalone records. |
Contacts are matched by email.
Company IDs are system-generated.
Conversations require complete sender information to import correctly.