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.
Inline images 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

✅

✅