CRM
Import customers from Excel or CSV
Validate columns, detect duplicates and preview records before importing them into CRM.
Prepare the file
Use one row per customer and include an email, phone number or unique external reference whenever possible.
Import safely
The import preview does not write records until you confirm the mapping.
- Download the BOT template
- Upload XLSX or CSV
- Map source columns
- Review invalid and duplicate rows
- Commit the approved records