Get your existing customers in

An empty CRM is the one nobody logs into. Two routes get real data in, and they combine well.

A spreadsheet — Har du allerede en kontaktliste? Få den ind én gang, så er du færdig. Upload eller indsæt et regneark med kontakter og kunder. Vi mapper kolonnerne automatisk og importerer på sekunder.

1. 1Export contacts and companies from wherever they live now as CSV.
2. 2Use Åbn CSV-import.
3. 3Check the column mapping we suggest, and correct anything wrong.
4. 4Run it.

The full detail, including how duplicates are handled, is in Run an import and Match your columns to fields. Import companies before contacts if you can, so the contacts have something to attach to.

Your accounting system — Forbind dit regnskabssystem, så kunder og fakturaer holdes synkroniseret mellem DealJourney og din bogføring. This is the higher-value connection of the two, because it keeps working after the first day: customers and invoices stay in step rather than drifting apart the moment someone edits an address in one system.

We connect to the Nordic systems most people already use — Norske regnskabssystemer, Svenske regnskabssystemer and Danske regnskabssystemer. See Connect an accounting system.

Jeg bruger ikke regnskabssystem skips it, and Spring over for nu leaves it for later.

Import a smaller set first. Fifty rows tells you whether the mapping is right in a minute. Five thousand rows with the wrong mapping is an afternoon of cleaning up, and the cleanup is what makes people abandon a migration.

Do not import your old notes into a notes field. Free-text history belongs on the timeline, which is where people actually look — the importer handles this correctly, so use it rather than pasting into a spare column.