Data Migration

Importing from other systems, exporting your data.

Concept — background and overview.

Migrate data into Affinity from your previous CRM (or spreadsheets), and export your Affinity data when you need it elsewhere.

Topics in this section

• Importing data into Affinity (CSV, other CRMs)
• Importing notes
• Exporting notes
• Bulk-import workflows
• CSV file format troubleshooting
• Migrating from Salesforce, HubSpot, etc.