Dashboard Knowledgebase

MarketSmart characters
MarketSmart lightbulb icon

How do I upload survey data to my CRM?

You can either work with us and your IT team to take advantage of our Open API (recommended) or download the data you’d like in your CRM. You’ll likely need to create new fields in your CRM before you upload our .csv to match our data with your new fields.

Get smarter with the SmartIdeas blog

Subscribe to our blog today and get actionable fundraising ideas delivered straight to your inbox!