Solutions
Import Data from External App

Import user-selected data from external app

Let your users navigate data in external app: files, people, companies, etc. Then import the selected data into your app and keep it in sync.

How it looks for your customers

This UX is fully controlled by you and can be customized in many ways.

01
Select another SaaS to import data from
Google Sheets
Gmail
Facebook
Trello
Google Forms
Google Calendar
Facebook Pages
Asana
ClickUp
YouTube
Slack
WordPress
02
Navigate the available data
03
Configure field mappingsOptional

See data appear in your app and being updated in real-time

Customer	Status	Rate	Balance	Deposit
Ralph Edwards (405) 555-0128	Open	$78.00 USD	-$105.55 USD	$293.01 USD
Floyd Miles (480) 555-0103	Paid	$40.00 USD	$275.43 USD	$710.68 USD
Floyd Miles (480) 555-0103	Inactive	$85.00 USD	$928.41 USD	$779.58 USD

05
Monitor imports and react to errorsOptional
Flow Records Imported Status
Import Companies 12
Completed
Import Contacts 108
Completed
Import Users 71
Failed : 3

Flow	Records Imported	Status
Import Companies	12	Completed
Import Contacts	108	Completed
Import Users	71	Failed : 3

How it works

01
Select apps you want your customers to import data from
02
Configure data sources
03
Configure actions to fetch user-specific filters (folders, lists, etc)
04
Configure an action to import data
05
Connect your customer's account in an external app
06
Run the import action via API or SDK and save data in your database
Read detailed guide

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