Uspacy

Uspacy Support Team

Here you will find information on how to configure the Space, perform migrations from other CRM systems, create roles and set access rights for them to certain actions that users will be able to perform within them.

Settings

Here you will find information about which parameters are included in the Space settings, who can change and save them, and how to do it

Space settings. General information and peculiarities of saving changes

Here we'll tell you how to select a name format, available currencies, specify date and time parameters, and how to change Space appearance

General Space settings block

Space settings

We'll tell you how to upload a file to import data from it, map the fields of the file and CRM fields, and how to directly start the import

Data import from a file to CRM

Here we will tell you how to upload a file for import, map the fields from the file to the fields at Uspacy and how to start tasks import

Tasks import from a file

Here we will tell you how to upload the file for importing employees, map the fields to the fields at Uspacy and how to start the import

Import of employees from a file

We'll show how to load a file to import data from it, map the fields from the file to the fields from Uspacy, and how to start the import

Data import from a file for Smart Objects

Import

This article describes in detail the process of importing data from the Bitrix24 portal to the Uspacy workspace.

How to import data from Bitrix24 to Uspacy?

In this article we will tell how to import data from AMO CRM to Uspacy workspace

How to import data from AMO CRM to Uspacy?

In this article we will tell you how to import data from the Kommo portal to the Uspacy Workspace.

How to import data from Kommo to Uspacy?

In this article you will find out how to import data from CRM Pipedrive to the Uspacy workspace

How to import data from Pipedrive to Uspacy?

In this article you will find how to import data from Hubspot CRM into the Uspacy workspace.

How to import data from Hubspot to Uspacy?

This article describes the process of importing data from CRM Monday into the Uspacy workspace

How to import data from Monday to Uspacy?

Migrations

Here we will talk about how to create chat widgets, how to connect them to your sites and how to use them to interact with clients

Chat widget on the site

Widgets

We'll show the difference between the Space owner and the administrator and how to grant the user access to administration

The owner and administrator of Space. How to assign new administrators at Uspacy?

In this article, we will tell you how using role settings you can grant or restrict users access to certain Space tools