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

Nintex Connectors enable you to boost operational efficiencies, reduce costs, and improve customer service by connecting critical ECM and CRM systems through the cloud.

This integration allows quick and easy automation processes between departments and can readily accelerate a variety of processes between customer-facing teams and internal business operations.

Integration with Salesforce and Microsoft Dynamics enables you to drive business processes seamlessly between SharePoint and CRM systems and even automate the creating, updating, retrieving, and querying of records using drag-and-drop workflow actions.