How can I transfer existing data from my current CRM system into WorkSpan?


You can use WorkSpan's Data Import feature to map and import data for opportunities, sales plans and solutions from your internal CRM, other systems and external data sources to WorkSpan.

You can configure the import mapping once and run multiple jobs using this configuration, to periodically refresh the data in WorkSpan.

This automation saves you time and eliminates errors associated with manual data entry.

Further, this provides an additional layer of security as you control the users in your organization or partner’s organization that are granted access to the imported records.

Also See:

Creating a New Data Import

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