Import Data Using the SugarCRM Import Wizard

sugarcrmdevelopers —  July 8, 2013

Sometimes, you need to add a group of records into your CRM database. SugarCRM includes an Import Wizard to help you correctly and easily import a list of records.

Users can access the Import Wizard from the dropdown action menus for modules via the navigation bar. SugarCRM allows importing of Accounts, Contacts, Leads, Opportunities, Targets, Cases, Calls, Meetings, Tasks, and Notes. Versions 6.5.10 and higher also allow importing Contracts.

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