- Import and Export Data
Import and export data smoothly in Bigin
Bigin helps you import data from a range of different sources, automating the process so that you can get your business up and running faster. You can also export data from all the modules in your Bigin account and save it for later reference or undo imports that you don't need.SIGN UP FOR FREE
Here's how we can help you
- Import notes and contact information from spreadsheets to Bigin
- Migrate data from Zoho ContactManager or Zoho CRM to Bigin
- Export data from Bigin to a .CSV file to share information
- View a detailed history of all your imports
- Undo imports to Bigin records
Import contact details from spreadsheets
Forget manually adding every single record from separate spreadsheets. Bigin helps you import all your records in a single click. All your spreadsheet data can be added to the Deals, Contacts, Companies, and Products modules in Bigin while your offline notes can be imported directly to Bigin's Deals, Contacts, and Companies modules.
See everything you've brought into Bigin with import history
No more confusion over what's imported and what is not. Bigin has a detailed view of your import history so you'll always know which files have been uploaded to Bigin.
The Import History shows the name of each uploaded sheet, the type or module it belongs to, the number of records it contains, and which user imported it. It also tells you how many records were updated and skipped in each imported sheet.
Undo imports you don't need
To prevent data duplication and incorrect data in your Bigin account, we have provided a handy Undo Import feature right in Import History.
Bigin lets you remove any data imported to your account for 30 days after the import.
Export and share your Bigin records with others
Your CRM records can be easily exported from any module into a spreadsheet. Simply pick a module to convert into a .CSV file, ready to be shared with others!
Migrate your data from Zoho ContactManager
If you're a Zoho ContactManager user, you already have Contacts, Companies, Deals, and Tasks in your account. With Bigin being a CRM, you can put all that data to much greater use.
Simply Migrate your ContactManager data to Bigin and get a fully-functioning CRM in return!
Migrate your data from Zoho CRM
While enterprise-level businesses require the advanced features of Zoho CRM, small businesses need just the essentials while they grow, so Bigin is often a better fit in this case.
If you are a Zoho CRM user and feel like Bigin would suit your business better, you can easily migrate your Zoho CRM records to Bigin with just a few clicks. When you feel like you have outgrown Bigin and need more power, you can migrate to Zoho CRM just as easily. It's that simple!
Trusted by 7,500 small businesses globally
I have been looking for a CRM that was easy-to-learn and use for my sales teams who were totally dependent on spreadsheets. With the Bigin, I am able to see the complete view of my sales. Unlike Excel, I can set up customized dashboards to see various types of data including: daily, weekly, and monthly sales, total open leads that need my attention, etc. I am delighted with the product and super happy with the awesome support team.
We decided to transform ourselves for the post COVID era and our data was scattered over multiple excel files among so many people. We decided to invest in a CRM that would be easy for our team to use. Bigin suited our requirements as it was easy to use, cost effective and provided us with simple dashboards. We are happy to start our journey with Bigin which is helping us consolidate and clean our database. I am sure once we are through with our initial activity of data capturing and cleaning, Bigin will give us a boost in our marketing and sales efforts.
Bigin is certainly a refreshing new CRM tailor-made for startups and small businesses. For us it was pretty intuitive, and we were off to using it in full swing within 5 minutes of signing up. I also loved the fact that Bigin also has customizations, workflows and integrations for users to grow into the platform slowly and tap in to its power.