Data import

Take over existing contacts

You don't start from zero. You take over existing contacts and tasks via CSV import from your previous spreadsheet or your old tool — so you work with your real data from day one.

Map columns cleanly

During the import you map your file's columns to the fields in Formline — that works for the standard fields just as for your custom fields. So nothing is lost in the move and nothing lands in the wrong field.

Without nasty surprises

Instead of blindly taking over a confusing spreadsheet, you keep control over what goes where. That turns the switch from Excel or an old CRM into a plannable step instead of a risk.