Migrating from another CRM or a messy spreadsheet não deveria take a whole afternoon. SalesSheet reads your CSV, auto-maps columns to the right fields, flags duplicates before they become a problem, and imports everything em segundos. When você precisa data out, export any filtered view or todo o seu database to a clean CSV com um clique. Seus dados is never locked in.
CSV Import Wizard - Step 2 of 3: arrastar e soltar field mapping with auto-detected suggestions, live contact and account preview cards
Whether você está bringing in 50 contacts or 50,000, SalesSheet handles the heavy lifting so você pode focus on selling.
Drop your CSV file into SalesSheet and the auto-mapper instantaneamente matches your columns to CRM fields - Contact Fields (Name, Email, Phone, Address, LinkedIn, Facebook), Account Fields (Account Name, Address, Primary Contact, Industry), and List Fields. "Full Name" maps to Name, "Email Address" maps to Email, "Phone #" maps to Phone - even when your headers do not match exactly. Auto-detected mappings appear with a "Suggested" badge. Click "Accept All Suggestions" to confirm them all at once, or arrastar e soltar individual columns to fine-tune. A live preview card shows exactly how the first row will look as a contact and account record.
Before a single record is created, SalesSheet scans your import against your existing database for duplicates. It matches on endereço de e-mail, phone number, and company-name combinations to catch records that already exist. You choose what happens - skip duplicates, merge new data into existing records, or create them anyway. No more cleaning up thousands of duplicate contacts after an import gone wrong.
Export exactly what você precisa, three ways. Select specific rows and click "Export selected (N)" to download just those contacts. Click "Export this page" for the current grid view. Or click "Export all contacts" to download todo o seu database - even tens of thousands of records. Exports include every visible grid column and download as clean CSV files instantaneamente. Great for reporting, mail merges, or sharing data with partners.
Drag your CSV file into the upload area or click to browse. SalesSheet reads the file instantaneamente and displays the column count and row count. Name your new list where the data will be imported, choose whether the relationships are accounts (companies, departments) or contacts (leads, recruits), and optionally select a CRM source preset - HubSpot, Pipedrive, Copper, Salesforce, or generic CSV - for smarter auto-mapping.
SalesSheet auto-maps your CSV columns and shows them in a three-panel layout: CSV Fields on the left, Field Mapping slots in the center (Contact Fields, Account Fields, List Fields), and a live preview on the right. Drag unmapped columns from the CSV panel to any slot, or click "Accept All Suggestions" to confirm every auto-detected mapping at once. Required fields (Name and Email for contacts, Account Name for accounts) are clearly marked.
The review screen summarizes your mappings and shows a data preview. Click "Complete Import" and SalesSheet creates seus contatos, accounts, and list fields with a live progress indicator. A summary shows exactly how many contacts were created, how many were updated, and any errors. If multiple CSV rows map to the same account, você pode choose to create separate entries or merge them into one.
SalesSheet makes it dead simple to import from any source and export to any format. No vendor lock-in, no data gymnastics. Comece seu teste grátis and import your first CSV em minutos.
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