Your data may come from another CRM database, Outlook or just spreadsheets. The easiest and most efficient way to get your data into Ascendix, is to format it in a Multitab Spreadsheet that we provide you with.
In this video we explain how to use our Multi Tab Spreadsheet to simplify data import:
If you want to give it as hot on your own - watch this video to learn how to import Contacts and Accounts into AscendixRE:
After you have imported Accounts & Contacts, you can determine if you feel confident to continue importing more complex data sets, such as Properties or leases.
In this video, we show how to import Properties and Leases to your CRM:
Also, check out our tips and tricks on successful CRM data migration.
Need help? Contact Support.
Did you know that all AscendixRE Enterprise users are eligible for free data import? Our Concierge team will be happy to add your contacts, written notes, process pictures of business cards, create listings based on the property brochures to help you keep your data clean. Learn more about the Concierge team.
Please reach out to your Salesforce representative to get Ascendix Data Import Template.