Concept — background and overview.
Topics in this section
- Importing data into Affinity (CSV, other CRMs)
- Importing notes
- Exporting notes
- Bulk-import workflows
- CSV file format troubleshooting
- Migrating from Salesforce, HubSpot, etc.
Data Migration
Data Migration
Importing from other systems, exporting your data.
Migrate data into Affinity from your previous CRM (or spreadsheets), and export your Affinity data when you need it elsewhere.
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