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 redan en kontaktlista? Få in den en gång och du är klar. Ladda upp eller klistra in ett kalkylblad med kontakter och kunder. Vi mappar kolumnerna automatiskt och importerar på sekunder.

1. 1Export contacts and companies from wherever they live now as CSV.
2. 2Use Öppna 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 — Anslut ditt bokföringssystem så att kunder och fakturor hålls synkroniserade mellan DealJourney och din bokföring. 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 — Norska bokföringssystem, Svenska bokföringssystem and Danska bokföringssystem. See Connect an accounting system.

Jag använder inget bokföringssystem skips it, and Hoppa över för 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.