Customer Success Programs
Explore our business growth programs, made to help you grow faster.
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Import your CRM data in hours, not weeks
Migrate from spreadsheets or another CRM with tools that auto-map columns to properties, preview results, flag errors before you finish, and associate records so your data is ready to use the moment the import completes.
Import and associate the data that matters
Bring in the objects your business runs on and link them together - so teams see full context across records and activities from day one.
Map, validate, and clean as you import
Auto-mapping matches headers to properties, highlights conflicts, and surfaces a downloadable error file for quick fixes. Use required fields, formatting rules, and preview checks to keep data accurate and actionable.
Import multiple objects and activities in one go
- Objects: contacts, companies, deals, tickets, line items, and custom objects.
- Activities: emails, meetings, calls, notes, and tasks tied to the right records.
- Files: CSV/XLS/XLSX with a single header row and clear identifiers.
Keep context with associations and relationships
One or two files
Create links in a single file using unique IDs or use two files with a common key to associate records at scale.
Association labels
Apply labels that describe how records relate so reps understand context instantly.
Activities on records
Attach calls, emails, and meetings to the correct objects for complete timelines and reporting.
Choose the right migration path for your team
Use import for one-time lifts, set up Data Sync for ongoing two-way updates, bring in a partner for complex migrations, or automate with APIs - all options meet you where you are.
Have a question for our sales team?
Give us a call and we'll walk you through it.
Frequently asked questions
Related features
Data Sync
Automatically keep your apps and data in sync with out-of-the-box tools — no coding required.
Data Enrichment
Use AI to automatically enrich records with data from emails, calls, the web, and Hoop's dataset.
Get started today
Ready to take Hoop for a spin?
It's Easy
Customize your Hoop with intuitive onboarding, get tips for using it right alongside your tools, and let the Copilot automate work.
It's Fast
With powerful AI, tools, and automation built in, you’ll accomplish more in less time — without increasing headcount.
It's All in One
With all your software on one platform, you don’t have to stitch together multiple tools to get the job done.
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a 14-day free trial
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