Import from CRM
Upload your CRM export (CSV or Excel). Preview your data, map the columns, then import directly into your client list.
1 · Upload file
2 · Preview & map columns
3 · Import
Drop your CRM export here
CSV, XLS or XLSX — any format from Vault RE, Rex, Salesforce, or any system
Browse files
Map your columns
Tell us which column in your file matches each field. Skip any that don't apply.