How to import and export leads, clients, and email addresses

So, you've finally decided that NetHunt CRM is the right tool for you and you're ready to make a switch from your previous CRM system or the spreadsheets. You can easily do so by importing the CSV data into NetHunt CRM and take all your leads and contacts with you.


Where to get a csv file

Most CRM systems support the data export into a CSV (comma-separated values) file. Usually you'll find it under data export options. Please check your CRM system help center or contact its support team if you need help in exporting data into a CSV file.

You can export your customer/client data from a spreadsheet (Google Sheets, Microsoft Excel, LibreOffice Calc, etc). For example, to export your data from Google Sheets, select a sheet you'd like to import into NetHunt CRM, then go to File - Download as - CSV.


How to import data or migrate to NetHunt CRM

To import your CSV file into NetHunt CRM and to create a folder based on that data, you need to:

1) Click on the NetHunt icon in your Gmail and select the Import data button.

2) We have different ways to import your data. If you choose Import from CSV...

...then you just drag and drop the file you had already saved on your computer.

Now choose 1) the target workspace and 2) the folder where you want to import the file and 3) make sure that all the fields map accordingly. You can either create a new folder with the imported records or add them to an existing one. And now, 4) hit Start import.

4) If there are no errors in the CSV file, you can start the import.

Congratulations! You've successfully imported your data into NetHunt CRM.


Import data from Streak

To start the import from Streak to the NetHunt CRM you need to:

1) Get your API key from Streak. Just log in to your Streak account and click on its icon giving a dropdown menu. Click on the Developer zone.

2) Once you are redirected to the dialog window, copy your API key.

3) Similar to a CSV import feature, click on the NetHunt icon in your Gmail and pick the Import data button.

4) Choose Import from Streak option.

5) Now choose the target workspace you want to make the import to and insert the API key you got. Click Start import.

6) You will get a new folder in your workspace with imported data.

Congratulations! You've successfully migrated your Streak data into NetHunt CRM.

How to export records

You can easily export the folders and records from NetHunt CRM to use them in an another service or for the purpose of data migration.

1) Hover over a folder you'd like to export the data from and click on the arrow next to it.

2) In the menu, select Export to CSV.

3) NetHunt will display the CSV data for an immediate copying or you can click on Download to save the csv file.

Now you have a list of your leads, their email addresses, and other data in the CSV format.


How to export views

1) Hover over a view you'd like to export the data from and click on the arrow next to it.

2) In the menu, select Export to CSV.

3) NetHunt will display the CSV data for an immediate copying or you can click on Download to save the CSV file.

Now you have a list of your leads, their email addresses, and other data stored in a view in the CSV format.


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