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

Junxure is a CRM platform for financial advisors that allows companies to simplify workflow, simplify technology and provide customers with the best service in their category.

Junxure harnesses the power of meaningful data imposes deeper relationships with customers and scale by using intelligent automation. The main features offered by Junxure include centralized customer information, workflow automation, reporting tools for the company and its customers.

Junxure offers the possibility to follow highly personalized introductory learning programs. The Junxure data migration department provides onboarding specialists that help provide a smooth transition to Junxure.