Can we import into CRM?

There seems to be no import for the CRM. Is there support from Treepl to get records imported? Can you also auto assign to a secure zone on import - like we could on BC.

4 Likes

It is the number 1 voted improvement in the upcoming backlog - https://treepl.co/cms-wish-list and Iā€™m really hoping this one is completed in the next sprint.

I too am very keen to see this happen soon. This request has been sitting as #1 for awhile now but has not been added to the upcoming sprint.