Guides and resources for Customers
Learn how records, list views, the pipeline and sharing work, bring your records in, connect your own systems, and get help when you need it.
Guides
- Guide
Customers
Objects, fields, list views, records, the pipeline and sharing.
- Guide
Import and export
Map a CSV to fields, check it, import it, and export any view.
- Guide
Mail and Calendar
Log emails and meetings with your contacts and leads as activities.
- Guide
Getting started
Your account, your organisation and your first apps.
For developers
- Reference
The Customers API
Objects and fields, records, views, search, pipelines, activities, imports and exports.
- Reference
MCP tools
Search, read, create and update records, log activities and sum up a pipeline from an AI client.
- Reference
Limits
Records, imports and exports: every cap, read from the code that enforces it.