Smart Data Importer

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Key Benefits

  • Easily import, map or add all your data manually for your contacts, estimates, invoices and products.
  • Fill your CRM easily and ensure all your contact information is available to communicate efficiently with customers.
  • Stay on top of tasks, projects and jobs with all your data in one place.
  • Import and map CRM fields to easily manage multiple "accounts, pets, jobs, cases", etc under one contact.

Pricing

Total Installs

Requirements

  • Thryv Account

More Info

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Overview

Smart Data Importer App allows you to import multiple contacts, estimates, invoices, payments and products into Thryv using a CSV, XLS or pasting the data manually. Choose what to import. Select the data and fields you want to be mapped over. Go about your day! You'll receive a message in your Thryv Inbox when the data import is complete.

Import your product list along with prices, tax amounts and image URLs at one time. Product name, price and currency are required to import images. Imported products are automatically shown on your product list online.

View the installation guide for more details.

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