Object Name | Export | Import | Important Information |
Companies | ✅ | ✅ | Existing companies are checked by name for a match before importing a new record. |
Contacts | ✅ | ✅ | Existing contacts are checked by email for a match before importing a new record. |
Leads | ❌ | ✅ | Leads are imported as contacts. |
Deals | ✅ | ✅ |
|
Products | ✅ | ✅ |
|
Line Items | ✅ | ✅ |
|
Engagements/Calls | ✅ | ✅ | Call voice recordings are not supported. |
Engagements/Emails | ✅ | ✅ | Marketing emails are not supported. |
Engagements/Meetings | ✅ | ✅ | Meetings comments are not supported. |
Engagements/Notes | ✅ | ✅ | Notes comments are not supported. |
Engagements/Tasks | ✅ | ✅ |
|
Attachments | ✅ | ✅ | Hidden files cannot be exported. |
Quotes | ✅ | ✅ |
|
Custom Objects | ✅ | ✅ |
|