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.

Deals

✅

✅

Calls

✅

✅

Emails

✅

✅

Meetings

✅

✅

Notes

✅

✅

Tasks

✅

✅

Attachments

❌

❌