Import and Export

You can automatically generate documents such as quotes or proposals right from within servis.ai using Document Templates. You can personalize the

Export all your contacts, accounts, opportunities, or custom apps’ records to a single file (one file per app) or customize

Keeping your data up to date is essential for your business. That’s why we offer several quick and easy options

User Permissions: Role-based restrictions. If you are unable to import files, please reach out to your team’s administrator. Prerequisites: Before

If you’re looking for instructions on importing data manually via CSV, please refer to the following article:  Import Your Data