Data Import & Migration
How to Import Files into BluMortgage CRM
Introduction BluMortgage CRM can import files by using the import button in the corresponding module. The "Import" button is used to import files that are not exported from Velocity or Filogix into BluMortgage. If you'd like to import files from ...
Migrate Data from Common CRMs
If you already have an existing CRM tool you probably want access to your old data in your new Blumortgage system. The good news is, because we are built on Zoho's powerful CRM platform, you can easily migrate your data from a number of common CRMs ...
How to Import Records into BluMortgage
Moving from one system to another should not require endless typing of individual records. Instead Zoho CRM allows you to import large groups of record all at one time. Note that in the video below we explore importing employees but any record in the ...