Import customers from a spreadsheet
Import contacts into CRM from a spreadsheet
Download CRM Software Free 30 Day Trial
When you only have 5 customers or 50 customers, a Spreadsheet might be enough. You can probably see who hasn't paid their Invoice and who you need to call today. When a Customer calls you, it's not too difficult to find their details from the list.
But what about when you have 100 Customers... or 500 ?
There comes a time when you need to Upgrade from a Spreadsheet to a CRM Software Package.
Watch the video below to see how easy it is to Import Customer Details from a Spreadsheet into Amphis Customer CRM Software.
You can import from Excel .xls files or Comma Separated .csv files. You can specify which spreadsheet column to use for each database field. You can even map additional spreadsheet columns to Custom fields in Amphis Customer CRM Software.
Note: When importing customers from a .xls or .xlsx file you need to specify the name of the worksheet tab which by default will be Sheet1 but you'll need to check if the name is different.
How to Import Customers into CRM Software from a Spreadsheet
Select the Customer->Import Customers From Spreadsheet menu and follow the instructions.
It doesn't matter what column names you have used in the Customer Spreadsheet, you can select which Customer Spreadsheet columns map to the CRM Database fields. You can also map any additional columns in your spreadsheet to Custom fields in Amphis Customer CRM Software so that they appear on the Custom tab.
You don't need to have all the columns in the spreadsheet, you just need a company name or last or first name to identify the customer.
Tip: Be careful with the formatting of the spreadsheet cells. If you have a cell that is formatted as a number but you enter some text that is not a valid number eg a telephone number with spaces in it, Excel treats that column as invaid. It may be better to use Text formatting for cells.
