Data Migration

Importing Clients

Switching systems shouldn't be a headache. Migrate thousands of client records in minutes with our bulk importer.

Prepare Your CSV

Export your client list from your old system. Ensure you have columns for Name, Phone, and Email.

UTF-8 Encoded

Clean Headers

Standard Formats

Upload your file, and our AI will suggest column mappings. "Cell Phone" -> "Phone Number", "Customer Name" -> "Full Name".

Auto-Detect

Manual Override

Preview Data

We scan for duplicates before finalizing. You can choose to merge them or create new profiles.

Duplicate Check

Error Reporting

Safe Mode