I Imagine Life CRM Data Tools
The CRM Data Tools is the hub to your I Imagine Life CRM Data Tools. This guide walks you through your CRM Data Tools.
The Data Tools page has the ability to manage your Data Tools and create new ones for your contacts. It adds a new top level menu to your CRM and allows you to add ‘Data Tools’ to your CRM.
There are three sub-menu items for CRM Data Tools:
This is the home for all of the different admin tools for ZBS which import data (Excluding the Sync Extensions). The CRM comes with free data tools: Bulk Tools and Import from CSV.
CRM Bulk tools include:
Remove all WooCommerce Contacts
Remove all PayPal Contacts
Remove all Envato Contacts
Remove all CSV Import Contacts
Remove all Form Capture Contacts
Remove all JV Zoo Contacts
Remove all Gravity Forms Contacts
Remove all API Contacts
Remove all WorldPay Contacts
This tool is for importing CSV files. Click ‘Choose File’ to start importing CSV file.