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 inn én gang, så er du ferdig. Last opp eller lim inn et regneark med kontakter og kunder. Vi mapper kolonnene automatisk og importerer på sekunder.

1. 1Export contacts and companies from wherever they live now as CSV.
2. 2Use Åpne 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 — Koble til regnskapssystemet ditt så kunder og fakturaer holder seg synkronisert mellom DealJourney og regnskapet. 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 regnskapssystemer, Svenske regnskapssystemer and Danske regnskapssystemer. See Connect an accounting system.

Jeg bruker ikke regnskapssystem skips it, and Hopp over for nå 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.