Installation

You need to install the Import Manager – Server module on one of your servers that can connect to your CRM solution. It takes 2 minutes to install and you now have the possibility to connect to it from you Import Manager – Client.

The client should be installed on your local machine and gives you the possibility to connect ImportManager – Server to set up import jobs.

You can watch the video of how the installation is done.

Watch the video directly on YouTube

You need to add your CRM solution to Import Manager so it knows where to import data. It is possible to add more CRM solutions to one Import Manager server so you can control all your customers from one point.

Watch the video and see how you add a CRM solution to your Import Manager.

You can use Import Manager to import data from Scheduled Imports for an easy data migration. 

Watch the video directly on YouTube