4.4 Importing Helpie data into your CRM

Helpie exports your data as a clean Excel file. Here’s how to get it into your CRM.

The general process

Most CRM systems support Excel or CSV import. The typical workflow:

1. Export your data from Helpie (see article 4.1).

2. Open the Excel file and review the columns.

3. Map Helpie columns to your CRM fields. For example: Helpie’s “Company” → CRM’s “Account Name.” Helpie’s “Email” → CRM’s “Email.” Data Module columns → Custom fields in your CRM.

4. Import the file using your CRM’s import wizard.

5. Verify the imported records and clean up any mapping issues.

Tips for a smooth import

• Create custom fields in your CRM before importing, to match your Data Module columns.

• Use the event name or date as a tag/campaign in your CRM so you can track which leads came from which event.

• If your CRM supports lead source tracking, set the source to the event name.

• Import starred interactions separately if you want to prioritise them in your CRM workflow.

Salesforce integration

For Salesforce users, we offer a managed integration. We handle the setup, field mapping, and testing. Data flows from Helpie to Salesforce automatically.

If you’re interested in the managed Salesforce integration, contact us at prioritysupport@helpie.io.

Other CRM systems

For HubSpot, Zoho, MS Dynamics, Pipedrive, and other CRMs, the Excel export and import approach works well. Most modern CRMs have straightforward import wizards that handle Excel files.

Self-service integrations for Salesforce and Zoho are on our roadmap.

Next steps

• Exporting your data to Excel (4.1)

Still need help?

Email us at prioritysupport@helpie.io or call +91 98206 08561.