Data File Import

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The Import Wizard assists you in importing your data and supports several different file types.

Please choose the type of import you wish to accomplish by double clicking the link below.

 

Import ACT! Data

 

Import Calyx Point Data

 

Import Contacts

 

Import Excel Spreadsheets

 

Import Goldmine

 

Import Microsoft Outlook Contacts

 

Import Microsoft Outlook Calendar

 

Also See Import File Format and Loan Origination to setup your default LOS.