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Importing Customers


Is it possible to import customer Trading Names, Contact Names, Address,Phone and Email?




Hi Simon,

HelpSpot doesn’t have any way to preload that data, primarily because HelpSpot only stores enough information to answer requests. It doesn’t try to be a CRM type application. Instead it presumes you have a CRM or customer information system already and makes it possible to query against that existing system in real time. This proves to be a much more flexible system and prevents any need to keep data in sync. This system is called Live Lookup and you can read more about it at the link below: