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.

Opportunities

✅

✅

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

Opportunity Line Items

❌

❌

Products

❌

❌

Leads

✅

✅

Calls

✅

✅

Emails

✅

✅

Meetings

✅

✅

Notes

✅

✅

Tasks

✅

✅

Attachments

✅

✅