Data Import & CSV WizardPaste, validate, and bulk-import accounts directly into the CRM database.
Creates persistent customer records1Paste CSV2Validate & Preview3Import Real Accounts
Step 1: Paste CSV Payload
Row format: name,company,email,mrr — the first row can be a header.
Step 2: Preview & Validation
Real-time row validation and schema parsing.
No Data Provided
Paste CSV lines above — each row requires name, company, email (@), and numeric MRR.