Import & Export 2.0: Migrate Your Data Without the Headaches
Redesigned data import with field mapping, duplicate detection, rollback capability, and direct migration from Salesforce, HubSpot, and Zoho.
Data migration is the biggest barrier to switching CRM platforms. Our redesigned import system removes that barrier with intelligent mapping, validation, and direct connectors to popular platforms.
New Import Features
- Smart field mapping — AI-powered suggestions that match your CSV columns to TrueValue fields
- Duplicate detection — Preview and resolve duplicates before import completes
- Rollback — Undo an entire import with one click within 48 hours
- Direct migration — Connect to Salesforce, HubSpot, or Zoho and pull data directly
- Scheduled imports — Set up recurring imports from external data sources
The export system also got an upgrade with custom field selection, scheduled exports, and webhook triggers on export completion.
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