Importing

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Importing Email Templates into FuseDesk

If you have created an email template in Infusionsoft / Keap and you'd like to import it into FuseDesk, you can do so easily from the Email Template Editor. Head into Settings, Templates, and then Email Templates. From there, click on the Import button. You'll now see a list of all templates in your CRM [...]

Upgrading from Desk.com to FuseDesk for Infusionsoft

After you launch your FuseDesk App, you can easily import your previous case history, departments, and contacts from Desk.com. Any contacts that are attached to cases will be added to your Infusionsoft application. All of your departments will then be created in FuseDesk. And lastly, all of your cases and case history including notes and emails will [...]