Streamline your data management process with the CSV Online File + FileInvite 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.

FileInvite is an app for websites that transforms the way you gather information from your customers. Thanks to FileInvite, it will no longer be necessary to receive e-mails from clients, files that are too large, incorrect files, files that are delayed and sometimes nothing.

FileInvite was able to simplify the process: all you need to do is create and send a file via FileInvite with the requested information. The client then uploads the files and information to a centralized location.

Moreover, with FileInvite it is possible to select the information in the checklist when they are received and send automatic reminders to motivate customers. Thanks to FileInvite you can download files at any time directly to your computer or synchronize them with your favorite cloud archive. With FileInvite you keep control and amaze your customers with professionalism, saving time and money.