CRM Import Tool

Prepare your data for import (Requires Google Chrome):

Run Import Tool

To help import data into WorksIQ CRM we have a built a drag and drop import tool.

It takes your existing .CSV file and converts it into a .CSV file that is ready for import into WorksIQ CRM.

It also lets you preview your data so you can see what your data will look like in WorksIQ CRM.

Or watch it in action below: