Features > Optimy Collect

Import Data and Requests

Transfer applications and import data into the platform to centralise the information.

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Application Transfer and Data Import:

  • Send the applications you receive per emails into the tool;
  • Send the applicant a link to the application form;
  • Import the data you have outside the tool in an excel file into the tool.

Great for

Customer

Beginning to work with Optimy on the previous data

ROI

Transitioning from a previous system of application collect

Security

Building a complete database

Import

Don’t start from scratch

With the application transfer and the data import features, you ensure the continuity of the work. You can have all the previous data in the tool. You can also transfer emails and, doing so, have the project record filled with the communications.

Create import

Have all the data in one single tool

Work on the basis of what has already been done. Import the data you need in the tool in order to work the most efficiently.

Import

Use the data with all the other features

Once you’ve imported the data in the tool, you can use it in every feature, from anywhere in the tool.