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IQ Standalone CRM Data Import for Marketing Reports (IQ)

If you're using IQ without Dazos CRM, note that IQ currently does not have a built-in option to import external CRM data for Marketing Reports.

Current Limitations

IQ's Marketing Reports feature is designed to work seamlessly with data from the Dazos CRM. Without this integration, there's no standard import process available for external CRM data.
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Exploring Custom Solutions

While there's no standard import option, custom solutions may be possible depending on your specific data structure and requirements. To explore this possibility, our product team can review your situation through a Development Scope Feasibility assessment.
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What This Process Involves

  • Review of your external CRM data structure

  • Assessment of compatibility with IQ's Marketing Reports

  • Determination of whether a custom import path is technically feasible

  • Evaluation of development requirements to determine if a solution is possible

Next Steps

If you'd like to explore custom import options for your external CRM data, contact our support team. We can create a Development Scope Feasibility Ticket to have our product team review your specific requirements and data structure.

Note: This assessment will help determine if a custom solution is possible, but doesn't guarantee that an import solution can be developed.
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Related Resources

For more information about IQ's Marketing Reports or to discuss your specific needs, please contact our support team.

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