Streamline your data management process with the CSV Online File + ConnectWise integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

ConnectWise is a business automation platform that allows you to sell, service, and support technology efficiently. This business management tool helps your business and allows you to centralize all information, automate business processes, achieve real-time visibility into operations, providing better support for your customers.

ConnectWise offers a CRM service, a ticketing system, a help desk and tools for project management, billing and procurement, and can offer companies a complete platform for the management and automation of processes for technology companies, including IT services companies, professional services, software developers, security and telecommunications.

Finally, the ConnectWise platform can also be used for ticket management, help desk management, project management, customer relationship management, time tracking, asset tracking, billing and invoicing, technical dispatching, procurement, inventory management, and much more.