Sales
Import Accounts & Contacts

Imports

Onboarding into Caerus and thinking your data is embedded into the dashboard

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If you want to connect a third party provider like Monday.com, please contact our support team

Import Accounts

Navigate into the accounts page and select Import, you should be able to toggle between selecting from Monday.com or Excel.

Import From Monday.com

Monday.com has a great API integration that can be setup by following this guide.account

When the integration is setup, you can just select the "Monday.com" option when importing information and select the boards you want to import.

Import From VinoSmith

VinoSmith does not support third party authentication, but they do allow to export the account information into excel sheets. You can do so by navigating to the accounts page and exporting the data as shown in the image below:

VinoSmith