Data Import and Export

Data Import and Export

WRRK makes it easy to import data from other tools and export your data for backup or analysis.

Importing Contacts

1. Go to CRM > Contacts > Import.
2. Click Upload CSV.
3. Select your CSV file. The first row should contain column headers.
4. Map each CSV column to a WRRK field (Name, Email, Phone, Company, etc.).
5. Choose duplicate handling:

• Skip duplicates — Do not import contacts with matching email/phone.
• Update existing — Overwrite existing contact data with CSV data.
• Create new — Always create a new contact (may create duplicates).

1. Click Import.

CSV Format

Your CSV should use the following format:

Name,Email,Phone,Company,Tags
Jane Smith,jane@example.com,+1234567890,Acme Corp,"lead,enterprise"
John Doe,john@example.com,+0987654321,Beta Inc,"customer"

Importing Deals

1. Go to CRM > Deals > Import.
2. Follow the same CSV upload and mapping process.
3. Map fields: Deal Name, Value, Stage, Contact Email, Close Date.
4. The Contact Email field is used to associate deals with existing contacts.

Exporting Data

Contacts Export:

1. Go to CRM > Contacts.
2. Apply any filters (optional).
3. Click Export.
4. Choose format: CSV or JSON.
5. The file downloads immediately.

Full Organization Export:

1. Go to Settings > Organization > Data Management.
2. Click Export All Data.
3. WRRK generates a ZIP file containing all contacts, deals, conversations, and configurations.
4. You receive an email with a download link when the export is ready.

Migration from Other Tools

WRRK provides migration guides for popular tools:

• HubSpot — Export contacts and deals as CSV, then import.
• Salesforce — Use the Salesforce data export tool, then import CSVs.
• Intercom — Export contacts and conversations, then import.
• Zendesk — Export tickets and contacts, then import.

For large migrations (over 10,000 records), contact support for assisted migration.

Best Practices

• Always back up your data before large imports.
• Test with a small sample (10-20 records) before importing the full dataset.
• Clean your CSV data first: remove duplicates, fix formatting, standardize phone numbers.
• Schedule regular exports as a backup strategy.