When switching CRMs, this is what you will want to take with you:

- Customers

- Properties

- Items & Services

- Expenses

That is how you successfully import your .csv files from your previous CRM to Copilot. If you need further assistance with importing, or if you have any more questions about it that we didn't cover here, send a message to Air Traffic Control on the bottom right-hand side and we will gladly assist you!