Object Name

Export

Import

Important Information

Companies

✅

✅

Existing companies are checked by domain for a match before importing a new record.

Contacts

✅

✅

Existing contacts are checked by email for a match before importing a new record.

Deals

❌

✅

Calls

❌

✅

Emails

❌

❌

Meetings

❌

❌

Notes

✅

✅

Tasks

✅

✅

Attachments

❌

❌

Lists

❌

✅