Bring your leads, contacts and projects into CrmLeaf without re-typing them
Most teams arrive at CrmLeaf with data already sitting somewhere else: a spreadsheet, another CRM, or a folder of project templates. Import tools move that data in, so day one starts with your real pipeline instead of an empty screen.
What's inside
Four ways data gets in
CSV Import
Leads and contacts import from a CSV file, the same path used by the public web-to-lead form, so a spreadsheet of prospects does not need re-keying one row at a time. Custom fields on the lead record carry over as long as the CSV columns are mapped to them.
Built in
- Bulk CSV import for leads and contacts
- De-duplication against existing records by email
- Custom fields carried over via column mapping
Switching from another tool
Where your data lands
Switching is mostly a data-mapping exercise. Here is how the usual pieces map onto CrmLeaf.
- Clients and contacts Client and contact records
- Open opportunities Deals in a pipeline
- Projects and their task lists Rebuilt from an Excel-imported template
- Your team Users, added by bulk import
FAQ
Common questions about importing data into CrmLeaf
A CSV file. Map its columns to CrmLeaf lead fields, including any custom fields you have already set up, during the import step.
Bring your data over and see it live
Import a real CSV of your leads during the trial. It is the fastest way to know if CrmLeaf fits how you actually work.