Whether Brevo is your first CRM or you're moving from another CRM, the first step to get started is to migrate your existing data. This is essential to keep your data centralized and up-to-date, to access it remotely, and to quickly follow up with leads and customers through the sales process.
If this is your first time using a CRM and you don't have any data to import yet, check our section What if I don't have any data to import? at the end of this article.
What sales data can I import into Brevo?
You can first import your objects and then your related activities.
Step 1: Import your objects
Sales data is stored in the 3 following objects: Contacts, Companies, and Deals. Each object contains a different type of data and can be associated with one another. The characteristics of each object are saved in attributes.
| Contacts | Companies | Deals |
|
Contacts are the individuals that you interact with through emails, SMS, and WhatsApp. |
Companies are the organizations where your Contacts work. |
Deals are used to track the opportunities to sell your products or services to your Contacts. |
|
Contact attributes contain information such as their first and last name, email address, or phone number. |
Company attributes contain information such as their website, number of employees, or industry. |
Deal attributes contain information such as their stage, owner, or revenue. |
Step 2: Import your activities
Once you've imported your objects, you can import associated activities. Currently, you can only import notes.
| Notes | ||
| Notes are text entries associated with a contact, company, or deal. | ||
| Notes attributes contain information about the content and the creation date of the note. |
How to migrate my sales data into Brevo?
If you're moving from another CRM or if you were storing your data in a spreadsheet until now, you'll need to migrate your existing sales data.
Migrating data into a new CRM might seem like a lot of work so, to help you, we've created step-by-step articles to explain how to migrate your data:
- Step 1: Import your contacts
- Step 2: Import your companies
- Step 3: Import your deals
- Step 4: Associate your companies, deals, and contacts
- Step 5: Import your notes
What if I don't have any data to migrate?
If this is your first time using a CRM and you don't have any data to migrate, you'll simply need to create and associate each object as you move through your sales process. For example, once you find a lead and start developing a relationship with them, you can add them as a new Contact, associate them with the Company they work in, and create a Deal to follow this opportunity. You can then add Notes to keep track of your interactions.
To learn how to create Contacts, Companies, and Deals, but also Notes from scratch, check our dedicated articles:
- Getting started with Deals
- Create a contact
- Create a company
- Create a deal
- Add a note to a contact, company, or deal's history
🤔 Have a question?
If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.
If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo expert partner.