Import Your Data

Looking to successfully migrate your data into Buildr and get the most out of Buildr CRM? This walkthrough will show you what to do and how to do it every step of the way. The order of operations is very important, so we highly recommend reviewing this guide before getting started.

When importing your data, we recommend the following order for successful imports:

Import Companies
Import Contacts
Import Leads
Import Projects

Contacts must be tied to a Company, so you need your Companies set up first. Contacts are added second because the Project imports will reference contacts in Buildr. The Lead and Project imports should be done after both Companies and Contacts are set up because they are tied to Companies and Contacts.

Let's get started with our Company imports next.