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

OnContact CRM is a cloud-based CRM software that can be implemented on-premise. OnContact CRM offers complete sales automation, marketing automation, customer service and contact center functionality, OnContact CRM offers a user-friendly interface on browsers and mobile devices.

OnContact CRM offers statistical analysis, global search functionality, interactive reports and dashboards, customization tools and integration with Outlook and Gmail.

OnContact CRM allows users to adapt their screen formats and modify toolbars, buttons, and fields to adapt them to their workflows.