Import user-selected data from external app

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

02

Navigate the available data

03

Configure field mappings Optional

04

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 errors Optional

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

How it works

• 1Select apps you want your customers to import data from
• 2Configure data sources
• 3Configure actions to fetch user-specific filters (folders, lists, etc)
• 4Configure an action to import data
• 5Connect your customer's account in an external app
• 6Run the import action via API or SDK and save data in your database