Import email history relate with contacts

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Import email history relate with contacts

Postby whitesock23 » Thu May 24, 2018 3:34 pm

Hi everyone,

It is possible to import email history and automatically related with contacts based on email address? What we need to accomplish is to open a contact and verify all past communication?

Thanks in advanced

Tiago
whitesock23
 
Posts: 7
Joined: Thu May 24, 2018 3:29 pm

Re: Import email history relate with contacts

Postby Kate » Sat Jun 09, 2018 8:09 am

Hello Tiago,

Following this link you find the detailed information on how to link a conversation or a single message to a CRM contact.

Kind regards
Kate
 
Posts: 166
Joined: Mon Feb 09, 2015 11:17 am

Re: Import email history relate with contacts

Postby whitesock23 » Sun Nov 18, 2018 7:00 pm

Hello Kate,

Thank you for your answer. I already identify, as described in the link, to add a single email to contacts, but what i want is to bulk import all past emails 4 years and related with crm contacts. It is possible?

Tiago
whitesock23
 
Posts: 7
Joined: Thu May 24, 2018 3:29 pm

Re: Import email history relate with contacts

Postby whitesock23 » Mon Dec 03, 2018 10:06 am

Dear Kate, thank you for your response. But we need bulk import a lot of conversation history from previews crm platform. Can this be done? There's a way to export history information, related with contact in the export data zip, we just need to import back with updated history.
Thank you for great platform
Tiago
whitesock23
 
Posts: 7
Joined: Thu May 24, 2018 3:29 pm

Re: Import email history relate with contacts

Postby Kate » Thu Dec 13, 2018 10:29 am

Dear Tiago,

There is no such feature available yet. We will forward your suggestion to our developers.
Kate
 
Posts: 166
Joined: Mon Feb 09, 2015 11:17 am


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