How to use Zapier to migrate your customer data.
When you started your business you probably kept track of your customers using paper and a notebook, then you finally got your computer and painstakingly moved all your customer information into some kind of database. However, now you’re a successful business and need to move to a real CRM tool. But the thought of moving all of your customer data to yet another system is daunting.
If you think you’re alone then take a look at my case study on ABCO Pools, they needed to migrate 30 years of customer data into something new.
Every case is unique but moving data can be a little easier with some tools available for not much money. In this tutorial I’ll review how to use Zapier for moving data into Copper. Depending on your application you might be able to use the same technique.
In this tutorial I review the steps for the following:
Setup a Google Sheet to capture all of your legacy data
Format another Google Sheet to match your import process of your CRM application
Create a Zapier “Zap” to move the data
Show you how to automatically move the data
When you started your business you probably kept track of your customers using paper and a notebook, then you finally got your computer and painstakingly moved all your customer information into some kind of database. However, now you’re a successful business and need to move to a real CRM tool. But the thought of moving all of your customer data to yet another system is daunting.
If you think you’re alone then take a look at my case study on ABCO Pools, they needed to migrate 30 years of customer data into something new.
Every case is unique but moving data can be a little easier with some tools available for not much money. In this tutorial I’ll review how to use Zapier for moving data into Copper. Depending on your application you might be able to use the same technique.
In this tutorial I review the steps for the following:
Setup a Google Sheet to capture all of your legacy data
Format another Google Sheet to match your import process of your CRM application
Create a Zapier “Zap” to move the data
Show you how to automatically move the data
When you started your business you probably kept track of your customers using paper and a notebook, then you finally got your computer and painstakingly moved all your customer information into some kind of database. However, now you’re a successful business and need to move to a real CRM tool. But the thought of moving all of your customer data to yet another system is daunting.
If you think you’re alone then take a look at my case study on ABCO Pools, they needed to migrate 30 years of customer data into something new.
Every case is unique but moving data can be a little easier with some tools available for not much money. In this tutorial I’ll review how to use Zapier for moving data into Copper. Depending on your application you might be able to use the same technique.
In this tutorial I review the steps for the following:
Setup a Google Sheet to capture all of your legacy data
Format another Google Sheet to match your import process of your CRM application
Create a Zapier “Zap” to move the data
Show you how to automatically move the data