Object Name

Export

Import

Important Information

Companies

✅

✅

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

Contacts

✅

✅

Deals

✅

✅

Calls

❌

✅

Emails

❌

✅

Meetings

❌

✅

Notes

✅

✅

Tasks

❌

✅

Events

✅

✅

Attachments

❌

❌