Import Customers into CRM Software from a Spreadsheet

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Upgrade from a Spreadsheet to CRM Software

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.

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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.

Import Customers into CRM Software from Spreadsheet

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.

For more information about Amphis Customer CRM Software... CRM Software

Prices are as follows.


1 user license $139 US Dollars / £99 GBP / €110 Euros
3 user license $219 US Dollars / £149 GBP / €169 Euros
5 user license $289 US Dollars / £199 GBP / €229 Euros

Once your customer details are in Amphis Customer CRM Software, you can create professional Quotes and Invoices in seconds, set up Reminders to help you get organized eg Quotes and Invoices we need to create. You can manage your Email and run Reports eg monthly sales totals or overdue invoices. You can Mail Merge to send letters to all customers in a group eg for marketing.

Amphis Customer CRM Software supports sharing customer data between multiple PCs

Download Free 30 Day CRM Software Trial