The process of transferring data between programs is a very important element of changing CRM. This article will show you step by step how to export data from Firmao and how to transfer it to Livespace, so that the migration will be smooth and trouble-free.

In this article, we described:

From Firmao you can download and import to Livespace the following data:

2. The next step is to choose how to present the data. For companies, you can choose a company report with address, for contacts, a contact report, and for deals, a deal's report.

3. The final step in exporting is to select the export to CSV file option and the report will be automatically downloaded.

3. Depending on what data you are importing, go to the appropriate tab (Persons and companies/Companies only/Deals). Then add the file you want to import.

4. After adding the file, all fields must be mapped correctly. The data from the file must match the fields in the forms in Livespace.

5. You can track the import progress in your Account Settings and you will receive a notification once it's complete.

If you import companies first and then want to assign contact persons to them, remember to add a column with the company name to the persons file. The same should be done in the case of deals and their assignment to companies and/or people.

Additionally, to improve the quality of the contact database, it is worth searching for duplicates and combining them after transferring them to Livespace. Step-by-step instructions on how to do this can be found here.

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