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Importing Customers

#1

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

Thanks

Simon

#2

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:

http://www.userscape.com/helpdesk/index.php?pg=kb.page&id=6