Import Data

Save your time by importing data into EspoCRM and stop worrying about information loss.

In this video tutorial: Learn how to import customers’ CSV data into CRM and configure it according to your company’s requirements.

• General Overview
• How to configure user interface
• Calendar and Activities
• Dashboard and Dashlets
• Entity Manager
• Layout Manager
• Import Data
• Reports and Analytics
• Export reports to Excel format in EspoCRM
• Workflow. Powerful Automation in your Business
• Security Roles in EspoCRM