Import module records

Import records from any module

Click Get Module Records, pick a module (Contacts, Leads, Accounts, Deals, Tasks, custom modules…) in the field tree, select the fields, choose the start cell and click Execute. The pull is auto-saved as a refreshable template.

Get Modules Records dialog with field tree — Selecting a module and fields

Import related lists (Notes, Emails, Tasks, Calls)

Click Get Related Lists, select the parent module and a related list, and optionally include parent record fields. Related lists pull faster than full module queries and support filtering and sorting.