CSV Files Guide
Synchronise contacts and customers between your applications.
Replicate your invoices and save your important data.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
Yuto auto-assigns leads through round-robin or in a direct manner depending upon the location and owner of the account. The browsing behavior, Clearbit data and referral URLs are continuously tracked by the app. The software also helps in organizing multi-channel conversations.
Yuto offers other features that include group conversations, customer context keeping, call-out collaborations, chat volume management, scheduling, CRM integration, routing and qualification. The platform also works as a mobile app, allowing users to respond to leads on-the-go through their iOS or Android compatible devices.
Yes, as long as the data is consistent and established in the form of a classic table schema, we can export orders, inventories, products and customers.
Yes, we offer the possibility to receive your CSV documents directly by email, on a daily, weekly or monthly basis.
Tips to integrate CSV Files and Yuto easily
The Synchron CSV tool allows you to easily export any type of data to a CSV spreadsheet. The CSV/XLS tool also allows you to retrieve data from any spreadsheets and synchronise it with your e-commerce store, for example when importing products or orders.
Yuto is a mobile CRM & ERP solution for your field sales team, that helps you improve your results and increase your turnover.