TERRA-405 · CRM & sales

Import customer records with a preview and an undo option.

Load company and contact lists from Excel or CSV. Review the proposed changes before applying them, and reverse the import if needed.

Available capability

Included capabilities

Up to 50,000 rows and 40 MB in one file.

See what the file will do before it does it. A blank cell never erases what is there.

One button takes a whole import back out.

A local number takes its company's country code, old formats are brought up to date, and the preview counts the numbers that look wrong.

The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.