Import2 Blog

All Things New with Import2 Wizard - March 21, 2019

Your friends at Import2 Wizard are at it again! We have focused recently on not only streamlining your experience, but also providing some helpful guides to navigate some of the nuances of the apps you use. It's not always enough to keep improving the (best) data sync tool, sometimes you

Product Updates

All Things New with Import2 Wizard - March 6, 2019

Your magicians at Import2 Wizard have been hard at work updating our product so you can have an even better experience while you use our tool. We're excited to share more robust data sync features, new connectors and more! Let's take a look... Data Sync Preview Now, when you setup

Product Updates

What’s New with Import2 - February 2019

Import2 Wizard has a few changes that we hope will expand and improve your experience. Not only have we added more tool connections, but we have also improved features for existing tools and upgraded the data sync feature for an even better user experience. Let’s take a look! Improvements

How To Guides

Can I Sync Google Contacts with my HubSpot CRM Without Creating a Mess? (Hint: yes you can!)

You might be approaching this subject with some skepticism. Existing solutions out there don’t work perfectly and tend to produce unwanted results. I’m here to give you a reason to be optimistic again. Why you need a data sync to begin with Google Contacts is used pervasively in

Mastering Business Tools

Integrating your CRM and Helpdesk: Import2 Wizard vs. Zapier

So you’re considering setting up an integration between your CRM and helpdesk - good for you! This is a critical integration to have, so your sales and support teams can share key client data to work better and smarter. Your first decision will be what tool to use to

Best Practices

Your Definitive Checklist to Setting up a Perfect & Predictable CRM-to-Helpdesk Integration

If you’re new to setting up a CRM and helpdesk integration, we’re here to help you make sure you have all your “boxes checked”. Check your access to data. Ensure you have admin permissions in both systems to access the data needed or enlist the help of someone

How To Guides

Extracting Sales Activity History from Your CRM

You have a need to get your activities and notes out of your CRM. It could be to: Migrate your legacy CRM data You need to move all your data into a new CRM, and you don't want to lose any historical details your team has painstakingly logged. Analyze team

Product Updates

Import2 Wizard: Meet Your New HubSpot Certified App

We are happy to announce that Import2 Wizard is now a certified app in HubSpot's Connect Marketplace. Import2 has long been a partner of HubSpot, helping users migrate their legacy data onto the HubSpot platform. Now, with Import2 Wizard, we are helping users to do regular imports & updates of

How To Guides

Enrich Existing HubSpot Data

Add or update any fields to your existing HubSpot deals, contacts and companies In this article, we will walk you through how to update your existing contacts, companies and/or deals in HubSpot with additional fields from any external source. (We'll use contacts in the example here, but you can

Best Practices

The WHY and HOW of CRM and Helpdesk Integration

You may have noticed some of the "big players" in the SaaS tool market offering all-inclusive platforms to try to host CRM, helpdesk, marketing and more all inside of their single platform (for example, HubSpot just announced their Customer Service Hub to round out their CRM and Marketing

How To Guides

Update HubSpot Deals to Set Link to Associated Contacts

As of now, HubSpot does not support the linking of Contacts to deals during an import. But if the idea of manually updating each deal to set the link seems daunting (or just plain annoying!), there is a solution available. Please note, this solution uses Import2 Wizard, which is a

How To Guides

Clean Up That Ticket Data

I am just back from the first day of Support Driven Expo where Import2 have hosted an OpenRefine related workshop. Workshop goal was to show how to clean up the Help Desk export data, to enable your further analysis. If you have not heard about OpenRefine yet, you should give

Product Updates

Get your CRM on the Google Train, with a 1-Click Switch to ProsperWorks

I could write you a charming intro…but if you are here, you are probably ready to drop what you are doing and move your CRM over to ProsperWorks. via GIPHY Well don’t want another minute! If you’re ready to try it out, we now offer automated data

Product Updates

A Fresh Look at Importing Data into Freshsales

We are constantly researching opportunities where we can improve the customer experience for data migrations. More flexibility for you = smiles for us. We found such a case, and we are excited to launch a new addition to our service: Import2 for Freshsales. We were excited to find there are a

Product Updates

Introducing Automated HubSpot Marketing Data Migration

I get it, moving is the worst. The last time I moved, I contemplated hiring a professional and letting them deal with it. The tipping point is when I realized there are some things I just couldn’t do myself (like lifting my unnecessarily large sofa. I’m just one

Product Updates

Migrating Your Customer Support History from the Soon-to-be-discontinued Desk.com

Salesforce recently announced they will be discontinuing their Desk.com platform. What does this mean for you as a current Desk.com user? Time to move! via GIPHY As you select your new customer support tool, don’t let the task of migrating your data stand in your way or

Product Updates

HubSpot’s Customer Service Hub is Here — Here’s How to Move Your Customer Support History Now!

HubSpot just launched their new Service Hub, to integrate into your existing Marketing and CRM Hubs for full customer relationship management. As a long-standing partner with HubSpot, we at Import2 are ready to help you get your old helpdesk data into HubSpot Service Hub. Worried about data loss? Don’t

Product Updates

Importing Your Customer Support History to Kayako

Import2 now supports imports into Kayako! If you’re currently using Zendesk, Salesforce Service Cloud, HelpScout, or any other of our supported export tools, making the switch to Kayako has never been easier. Why Migrate with Import2? Import2 specializes in fast and effective data migrations. We offer a cost-effective and

How To Guides

Counting Users with Intercom

Did you start using Intercom recently and now thinking about getting some metrics and analytics? This post will help you to get started. Nothing complicated, no advanced analytics tools, just a quick overview of things you can setup in few minutes today right inside Intercom. Total Number of Users So

Mastering Business Tools

Join Multiple Data Sheets in Excel Using VLOOKUP Function

I know Excel gurus might laugh at me for writing this blog post. But whenever I am opening Excel, and need to join data from 2 spreadsheets, my stomach hurts. Excel can surprise you with“n/a” result for your formula without giving any explanation. Or it can return random

Product Updates

Import Notes and Activities into HubSpot with a Bit of Wizardry

You are looking to use HubSpot, and want to retain the notes and activities attached to your contacts, as these interactions help manage and strengthen customer relationships. But alas, HubSpot does not currently support the import of your contact notes, tasks, emails, calls, or meetings (HubSpot refers to these as

How To Guides

How to Turn a Salesforce Data Migration Hastle into a Breeze

If you are reading this post, you are most likely somewhere on that perilous journey to finding the right method to migrate your CRM data to Salesforce. To help save you some time (and $$), I wanted to give a quick overview of the most popular solutions available to you. Why

How To Guides

Calculating First Reply Time for Intercom Conversations

I don’t know if you have noticed, but Intercom's definition of built-in First Reply Time metric is a bit unusual. Here is how it works according to Intercom: The median first response time is the time within which 50% of the messages received were responded to. It’s a

How To Guides

Your HubSpot CRM Import Time Machine

(aka: Go Back! Undo! Help me get that data out of there!) I’m sure I’m not the only one who has noticed that in HubSpot CRM, there is no native feature to undo an import. There are a ton of articles and community posts about how easy it

How To Guides

The Ultimate Preparation Guide for Importing Data from CSV into HubSpot

You know the phrase — measure twice cut once. Think of this as your #1 principle when preparing for a data import. Measuring in this sense means prepping your CSV file to meet the requirements of HubSpot so that you can proceed with your data import to accurately import your data