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Start with your file
The import flow accepts CSV and Excel files to bring existing contacts together.
See included information
- Up to 500 rows per import
- Contact details to check before adding
- A four-step flow to prepare the transfer
FREE CRM · IMPORT AND EXPORT
Your contact book exists.
Bring it with you.
Turn your spreadsheet into organized client profiles. Match columns, review the preview and identify duplicates before confirming.
- CSV and Excel in the product
- Preview and checks before import
- Up to 500 rows per import
long before the next tool.
Import and exportIncluded
01
Map columnsName, email, city
02
Review the previewCheck details
03
Explore the exampleConfirm the importAfter review
Included in the free planContacts, follow-up and everyday tools50 SMS + WhatsApp combined per month
TRY IT YOURSELF
From file to preview, try the flow.
Try the example data. Actions stay on this page, without saving or sending.
Horizon Workshop/ Import and exportDemo
- 1File
- 2Columns
- 3Preview
- 4Confirmation
The product accepts CSV and Excel. This demo uses local CSV text.
CHECK BEFORE IMPORT
Review before confirming.
Your preview will show recognized rows, duplicates and information to correct.
4 rows in the example
1 duplicate to identify
1 duplicate to identify
Example file, with no real personal information.
The example includes a duplicate. Edit the CSV or column mapping to see the checks.
WHAT THE CRM BRINGS TO YOUR WORK
An import you can review before adding.
You control the information entering your contact book. Export also lets you retrieve a copy of your contacts.
Map, review, correct
Column mapping and preview help you understand what will be added.
See included information
- Match columns to client fields
- Preview recognized information
- Handle duplicates before confirmation
Retrieve your contact book
Export provides a structured copy of your contacts.
See included information
- CSV or Excel export
- Useful data to review in a spreadsheet
- A file to retain according to your own policies
BUILT FOR YOUR WORKDAY
Change your organization.
Keep your relationships.
A column name does not always match the expected field. The import flow lets you prepare that mapping and examine the data before confirming.
Explore an exampleCRM tools, starting with the free plan.
50 SMS and WhatsApp messages combined per month. Individual emails are outside this quota. View plans
HELPFUL ANSWERS
Before you start.
Scope, quotas and useful details.
Which formats are supported?
The product supports CSV and Excel import and export. This page uses a small editable CSV example and a CSV export.
How many contacts can I import at once?
Each import accepts up to 500 rows. This is a batch limit, not an announced limit on the total size of your contact book.
Does import create accounts or contact people?
No. Adding profiles does not create Beedy accounts and does not automatically send messages to those contacts.
FREE CRM · BEEDY
Your network is already there.
Give it a clear home.
Find your contacts and prepare the next action.