In this video we explain how to use our Multi Tab Spreadsheet to simplify data import:
Watch this video to learn how to import Contacts and Accounts to AscendixRE:
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.