---
title: Keap Services Include Importing Data
description: Keap Services from The Sales Whisperer include Importing Data such as company records and client records. That's why he's the Keap Expert.
image: https://thesaleswhisperer.com/hubfs/Imported_Blog_Media/missing-image-Jan-05-2025-03-36-10-7602-PM-3-3-1-4-1.png
---

[Skip to content](https://thesaleswhisperer.com/blog/infusionsoft-services-include-importing-data#main-content)

[![Wes Schaeffer is The Sales Whisperer®](https://thesaleswhisperer.com/hs-fs/hubfs/wes-header-lockup.png?width=1560&height=360&name=wes-header-lockup.png)](https://www.thesaleswhisperer.com/)

- Work With Me
  
  Show submenu for Work With Me 
  
    - [Fix Your Follow-Up](https://thesaleswhisperer.com/follow-up)
    - [Best Day Ever](https://thesaleswhisperer.com/best-day-ever)
    - [HANK The AI](https://thesaleswhisperer.com/hank)
    - [12 Weeks To Peak™](https://thesaleswhisperer.com/12-weeks-to-peak)
    - [48-Hour Fix](https://thesaleswhisperer.com/48-hour-fix)
    - [Start](https://thesaleswhisperer.com/start)
    - [Blog](https://thesaleswhisperer.com/blog)
    - [The Daily](https://thesaleswhisperer.com/daily)
- [Speaking](https://thesaleswhisperer.com/sales-keynote-speaker)
- [Podcast](https://thesaleswhisperer.com/podcast)
  
  Show submenu for Podcast 
  
    - [Podcast Guests](https://thesaleswhisperer.com/podcast-guests)
- [About](https://thesaleswhisperer.com/about)

Open main navigation

Close main navigation

- Work With Me
  
  Show submenu for Work With Me 
  
    - [Fix Your Follow-Up](https://thesaleswhisperer.com/follow-up)
    - [Best Day Ever](https://thesaleswhisperer.com/best-day-ever)
    - [HANK The AI](https://thesaleswhisperer.com/hank)
    - [12 Weeks To Peak™](https://thesaleswhisperer.com/12-weeks-to-peak)
    - [48-Hour Fix](https://thesaleswhisperer.com/48-hour-fix)
    - [Start](https://thesaleswhisperer.com/start)
    - [Blog](https://thesaleswhisperer.com/blog)
    - [The Daily](https://thesaleswhisperer.com/daily)
- [Speaking](https://thesaleswhisperer.com/sales-keynote-speaker)
- [Podcast](https://thesaleswhisperer.com/podcast)
  
  Show submenu for Podcast 
  
    - [Podcast Guests](https://thesaleswhisperer.com/podcast-guests)
- [About](https://thesaleswhisperer.com/about)
- [Take the Scorecard](https://thesaleswhisperer.com/score)

[Take the Scorecard](https://thesaleswhisperer.com/score)

 Jun 13, 2025

# Keap Services Include Importing Data

![Picture of Wes Schaeffer](https://thesaleswhisperer.com/hs-fs/hubfs/Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png?width=50&name=Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png) [Wes Schaeffer](https://thesaleswhisperer.com/blog/author/wes-schaeffer)

Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://thesaleswhisperer.com/blog/infusionsoft-services-include-importing-data) [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://thesaleswhisperer.com/blog/infusionsoft-services-include-importing-data) [Twitter icon](https://twitter.com/intent/tweet?url=https://thesaleswhisperer.com/blog/infusionsoft-services-include-importing-data) [pinterest-p icon](http://pinterest.com/pin/create/link/?url=https://thesaleswhisperer.com/blog/infusionsoft-services-include-importing-data) [envelope icon](mailto:?body=https://thesaleswhisperer.com/blog/infusionsoft-services-include-importing-data)

Regardless the platform, as long as we can get the data into an [Excel spreadsheet we can import the data into your Infusionsoft application](https://thesaleswhisperer.com/blog/excel-tips-when-importing-Infusionsoft-contacts).

This is a crucial step in creating a successful launch because the tagging and organization of your current clients and prospects is "the secret sauce" of any CRM platform, including Infusionsoft.

If you still have questions about the other types of [Keap Services](https://thesaleswhisperer.com/blog/the-key-to-keap-mastery) we offer, take a peek at that link.

If you still have questions about [ordering Infusionsoft](https://thesaleswhisperer.com/best-crms) for your business and would like to [see Infusionsoft in action check this out](https://try.keap.com/Yq7XhwbJ9).

If you're ready to get started with Infusionsoft and you want to secure your **over $2,741 in bonuses and savings** by ordering through me please [contact me now](https://www.thesaleswhisperer.com/meetings/wes15) and I'll help you secure your own Infusionsoft application today.

If you already have your own Infusionsoft application and need to get more out of it just pick the block of time for my Sales, CRM, AI, and Marketing Automation Services that fits your budget at my [CRM Butler](https://thesaleswhisperer.com/best-crms) page and get ready to get more leads, convert more sales and make more money...while you sleep.

Market like you mean it.  
Now go sell something.

[custom AI solution development](https://thesaleswhisperer.com/blog/topic/custom-ai-solution-development), [Sales Training](https://thesaleswhisperer.com/blog/topic/sales-training), [ROI of AI](https://thesaleswhisperer.com/blog/topic/roi-of-ai)

## Related posts

[![](https://thesaleswhisperer.com/hs-fs/hubfs/Imported_Blog_Media/salesforce-vs-infusionsoft-infographic-small.jpg?height=200&name=salesforce-vs-infusionsoft-infographic-small.jpg)](https://thesaleswhisperer.com/blog/infusionsoft-vs-salesforce-infographic-1)

[custom AI solution development](https://thesaleswhisperer.com/blog/topic/custom-ai-solution-development), [Sales Training](https://thesaleswhisperer.com/blog/topic/sales-training), [ROI of AI](https://thesaleswhisperer.com/blog/topic/roi-of-ai)

## [Keap vs. Salesforce Infographic 1](https://thesaleswhisperer.com/blog/infusionsoft-vs-salesforce-infographic-1)

![Picture of Wes Schaeffer](https://thesaleswhisperer.com/hs-fs/hubfs/Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png?width=50&name=Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png) [Wes Schaeffer](https://thesaleswhisperer.com/blog/author/wes-schaeffer) 

 Jun 13, 2025

Salesforce vs Infusionsoft For Small Business CRM Salesforce vs Infusionsoft after the ExactTarget...

[Read more](https://thesaleswhisperer.com/blog/infusionsoft-vs-salesforce-infographic-1)

[![](https://thesaleswhisperer.com/hs-fs/hubfs/Keap%20Note%20Template%20Icon%20Campaign%20Builder%20Wes%20Schaeffer.jpg?height=200&name=Keap%20Note%20Template%20Icon%20Campaign%20Builder%20Wes%20Schaeffer.jpg)](https://thesaleswhisperer.com/blog/keap-tutorials-note-templates)

[custom AI solution development](https://thesaleswhisperer.com/blog/topic/custom-ai-solution-development), [Sales Training](https://thesaleswhisperer.com/blog/topic/sales-training), [ROI of AI](https://thesaleswhisperer.com/blog/topic/roi-of-ai)

## [Keap CRM Tutorials: Using Note Templates To Print Money On Demand](https://thesaleswhisperer.com/blog/keap-tutorials-note-templates)

![Picture of Wes Schaeffer](https://thesaleswhisperer.com/hs-fs/hubfs/Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png?width=50&name=Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png) [Wes Schaeffer](https://thesaleswhisperer.com/blog/author/wes-schaeffer) 

 Jun 13, 2025

Clients use my Keap CRM Services to get the most out of their Keap CRM. An often overlooked nugget...

[Read more](https://thesaleswhisperer.com/blog/keap-tutorials-note-templates)

[![HubSpot vs. Keap: Total Cost of Ownership](https://thesaleswhisperer.com/hs-fs/hubfs/Imported_Blog_Media/HubSpot%20vs%20Keap%20Cost%20Ownership%20Wes%20Schaeffer.jpg?height=200&name=HubSpot%20vs%20Keap%20Cost%20Ownership%20Wes%20Schaeffer.jpg)](https://thesaleswhisperer.com/blog/hubspot-vs-keap-total-cost-of-ownership)

[CRM](https://thesaleswhisperer.com/blog/topic/crm), [Sales Training](https://thesaleswhisperer.com/blog/topic/sales-training), [ROI of AI](https://thesaleswhisperer.com/blog/topic/roi-of-ai)

## [HubSpot vs. Keap: Total Cost of Ownership](https://thesaleswhisperer.com/blog/hubspot-vs-keap-total-cost-of-ownership)

![Picture of Wes Schaeffer](https://thesaleswhisperer.com/hs-fs/hubfs/Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png?width=50&name=Wes%20Schaeffer%2c%20The%20Sales%20Whisperer%20black%20white.png) [Wes Schaeffer](https://thesaleswhisperer.com/blog/author/wes-schaeffer) 

 Jun 13, 2025

HubSpot vs. Keap CRM Contents The Price of a Free Pony Which CRM should I buy? Don't Be Monkey See,...

[Read more](https://thesaleswhisperer.com/blog/hubspot-vs-keap-total-cost-of-ownership)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Wes Schaeffer",
    "url" : "https://thesaleswhisperer.com/blog/author/wes-schaeffer"
  },
  "dateModified" : "2026-07-04T00:49:23.337Z",
  "datePublished" : "2025-06-13T14:35:44.000Z",
  "headline" : "Keap Services Include Importing Data",
  "image" : [ "https://thesaleswhisperer.com/hubfs/Imported_Blog_Media/missing-image-Jan-05-2025-03-36-10-7602-PM-3-3-1-4-1.png" ],
  "mainEntityOfPage" : {
    "@id" : "https://thesaleswhisperer.com/blog/infusionsoft-services-include-importing-data",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://thesaleswhisperer.com/hubfs/wes-header-lockup.png"
    },
    "name" : "Fixer Wes"
  }
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://thesaleswhisperer.com/#organization",
  "@type" : "Organization",
  "founder" : {
    "@id" : "https://thesaleswhisperer.com/#wes"
  },
  "legalName" : "TSW Group, Inc.",
  "logo" : {
    "@type" : "ImageObject",
    "url" : "https://thesaleswhisperer.com/hs-fs/hubfs/Wes%20Schaeffer%20The%20Business%20Fixer%20white.png"
  },
  "name" : "The Sales Whisperer®",
  "sameAs" : [ "https://www.instagram.com/fixerwes", "https://x.com/fixerwes", "https://www.linkedin.com/in/thesaleswhisperer/", "https://www.youtube.com/@TheSalesWhispererWes" ],
  "url" : "https://thesaleswhisperer.com/"
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://thesaleswhisperer.com/#website",
  "@type" : "WebSite",
  "name" : "The Sales Whisperer®",
  "potentialAction" : {
    "@type" : "SearchAction",
    "query-input" : "required name=search_term_string",
    "target" : {
      "@type" : "EntryPoint",
      "urlTemplate" : "https://thesaleswhisperer.com/search?term={search_term_string}"
    }
  },
  "publisher" : {
    "@id" : "https://thesaleswhisperer.com/#organization"
  },
  "url" : "https://thesaleswhisperer.com/"
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://thesaleswhisperer.com/#wes",
  "@type" : "Person",
  "alternateName" : "The Sales Whisperer",
  "image" : "https://thesaleswhisperer.com/hubfs/wes-suit-forward.jpeg",
  "jobTitle" : "Founder",
  "name" : "Wes Schaeffer",
  "sameAs" : [ "https://www.instagram.com/fixerwes", "https://x.com/fixerwes", "https://www.linkedin.com/in/thesaleswhisperer/", "https://www.youtube.com/@TheSalesWhispererWes" ],
  "url" : "https://thesaleswhisperer.com/about",
  "worksFor" : {
    "@id" : "https://thesaleswhisperer.com/#organization"
  }
}
```