Skip to main content
All CollectionsCRMSet-up your Deal Flow CRM
How can I import data from my current CRM to the Tracxn Deal Flow CRM?
How can I import data from my current CRM to the Tracxn Deal Flow CRM?
MyAnalyst avatar
Written by MyAnalyst
Updated over a year ago

You can easily migrate companies in your current set-up to the Tracxn Deal Flow CRM.

If you have a relatively small amount of data:

Add companies in bulk via CSV upload. You can refer to this article for different ways of adding a company to Deal Flow CRM

If you have a sizable dataset, we would be delighted to assist you with the migration

  • Our team will establish your CRM and transfer your data through the back end. Kindly note that this request may take a few days to process. You can write to My Analyst or Tracxn Support for any assistance.

Note: Your data will be completely private. Tracxn will not be using your data in any way as a part of this exercise

Did this answer your question?