Importing and Exporting Data

RunSensible’s Automation System enables users to streamline repetitive tasks by setting up automated responses triggered by changes to specific attributes within the system. This functionality allows you to improve efficiency and consistency in your processes by automating routine actions based on predefined conditions. The system’s automation is built around two fundamental elements: triggers and actions.

Importing and Managing Data

RunSensible offers a streamlined solution for importing data, allowing you to create or update records for leads, contacts, and institutions effortlessly.

Exporting and Managing Data

To export your data, start by accessing the Settings located in the top-right corner of the dashboard.

Exporting Specific Data

If you do not want to export all the data within a specific entity, you can filter and select only the records you need. To do this, navigate to the desired entity section using the menu located on the right-hand sidebar.