Data import and migration
Data import and migration is how you start with your information already inside. Upload the file with your clients, your services or your team, let AgentticCRM propose what each column means, and review it row by row. Nothing is saved until you confirm it.
- Excel, CSV, TSV, text, Markdown, Word or PDF
- Review every row before anything is saved
- Importing again updates instead of duplicating
The AgentticCRM Review client import screen, with fictitious data: a trade fair exhibitors file at step five of six, Review rows; the notice that the source is ready for review, with the file valid; the import's figures, eight candidates, four to create, three to update, one warning, no errors and 85 clients still available on the plan; and the table of clients found, each row with its sheet and row number, the company, the client type, the lifecycle, the primary contact, their email, the action and the review notes. Three companies were already clients and are updated instead of duplicated, one of them with the note that it matched by name only, and the row with an unreadable email was excluded. Nothing is saved until Import confirmed clients is pressed.
How an import runs
Four steps, and only the last one writes anything into your CRM.
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Upload your file
Pick your spreadsheet or your document. If you would rather start from a template, download the sample file with the columns the system understands.
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Confirm what each column is
AgentticCRM proposes what each column maps to and shows you the first rows. Change whatever looks wrong and carry on.
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Go through it row by row
Every row arrives marked: new, an update to something that already exists, or flagged with what it is missing. Fix it right there or leave it out.
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Confirm the load
Exactly what you reviewed is what gets saved. Until that click, nothing in your CRM has changed.
What you can bring in
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Clients and contacts
Upload a file of companies with their main contact, or one of people where the company repeats on every row. Rows from the same company are grouped even when the name is spelled three different ways.
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Services and products
Your catalog with its descriptions and prices, ready to use in proposals and invoices from day one.
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The people on your team
Your staff list with the role each person gets, instead of adding people one after another.
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Your work history
Closed projects, tickets, invoices and proposals, with their original dates and numbers. An old ticket keeps its conversation, and each message stays under the name of whoever wrote it.
Your file does not have to be perfect
Few exports come out clean, so the mapping is yours: you choose which sheet of the spreadsheet goes in, whether the first row holds the headers, and what each column means. Whatever you do not need stays out.
And if what you have is a PDF or a Word document instead of a table, that works too: AgentticCRM reads the text, proposes the rows it found and you review them like any others.
What an import accepts
- 7file formats: Excel, CSV, TSV, text, Markdown, Word and PDF
- 3import screens: clients, services and team
- 7days to pick up a load you left halfway
Seven days after it finishes, the file you uploaded and the contact details it carried are deleted: your client list is not kept anywhere else.
Frequently asked questions
What happens if I import the same file twice?
Nothing is duplicated. Each record keeps the identifier it carried from your old system, so the second load updates what is already there instead of creating it again.
Do I need an exact template?
No. You can upload the file exactly as it came out of your old system and say what each column is. The downloadable sample is there for convenience, not as a requirement.
What if one row comes in wrong?
It gets flagged with its warning and does not hold up the rest. Fix it in the review, leave it out of this load, or correct it in the file and upload it again.
Can I bring the history from my old system?
Yes. Closed projects, tickets, invoices and proposals come in with their original dates and status, and loading them sends not one email: your clients get nothing because of a migration. A ChatGPT or Claude connected to your organization does that load, bringing each ticket with its whole conversation and each comment with who wrote it and when.
Where is the best place to start?
With your clients and contacts, then your service catalog and your team, and closed work last. That way every project or invoice you load finds its client already created.
Where your imported data lands
- Clients and contactsThe clients and contacts you upload open their own record, ready to work with.
- Services and productsThe imported catalog is used as is when you quote and invoice.
- Organization administrationThe team load creates your staff's access with their role.
- Organization recoverySave a recovery point before a big load and go back if something does not fit.
- FormsAnything that reaches you through a form is already in the CRM, with no spreadsheet in between.
- How to sign up for AgentticCRMHow you start: create the account, set up the essentials on one screen, and the dashboard guides you through the rest.
See AgentticCRM working with your team's day-to-day
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.