Import Vault

Import your client list via CSV excel file from other platforms (example ITGlue), into SyncMonkey with our customizable mapping tool. This will allow you to seamlessly transfer over essential client information into SyncMonkey and organize it accordingly to the platform.

When in the “companies” section tab, click on the 3 dots on the top right hand side. From there you can add clients via a CSV import, then follow the steps accordingly.

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