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Import your data from Tamarac

You can import your Tamarac client data into Marloo using the Upload an export option.

Written by Janaya Ravji

Tamarac isn't a named import source, but you can still move your client records across. You export your client data from Tamarac, then upload it to Marloo using Upload an export, and Marloo becomes where you keep your client records.

Go to Settings > Integrations. In the Import your client records banner, click Get started with a CRM import, then click Upload an export below the list of CRMs. The full steps, including what file types you can upload and what comes across, are in Move your clients to Marloo from another CRM.

The Import your client records banner has a Get started with a CRM import button.
The Not listed card has an Upload an export button.
The import wizard asks which CRM your records are in and for the CRM name.
The empty Tamarac export screen shows where to drop your export file.

CRM migration is free, and Marloo's team can move your data the same day.

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