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Open the CRM

Overview Tips & tricks

Data import (CSV)

Import existing contacts and companies from Excel/Lexware.

  1. Contacts → Import → upload CSV
  2. Use an export from Contacts as your template: export once, fill the file with your own data, upload it again
  3. Columns: first_name, last_name, gender, title, company, email_work, phone_work, tags, status
  4. Validation runs client-side before anything goes into the database. If columns are missing or the format is wrong, you'll get an error list.