Importing Records
SUMO includes a data import tool, which can be used to import data into SUMO. You can import standard objects, such as Leads, Accounts, Contacts, as well as custom objects, like Appointments, Appointment Participants, and more. You may also add new records or update existing records.
*Import Wizard Screenshot
You may find additional help here:
Videos
- Video – Series on How to Import
- Data Import – Cleaning Up Your Import File
- Data Import – Choose the Right Tool
- Data Import – Cleaning & Preparing Your Data Using Excel
- Data Import – Owner IDs & Parent IDs
- Video – Best Practices for Importing Data
Articles
Exporting Records
SUMO includes export tools, which can be used to export your data out of SUMO. You may find additional help here:
