Customer import guide

Move customer data from Excel or CSV into CRM

NordCRM reads XLSX and CSV files, maps common column names and lets you review duplicates before customers are created.

Download CSV template

Supported information

Start with what you already have

You do not need every field. Company name is the only required value.

✓Company name (required)

✓Registration number

✓Website

✓Address, postcode and city

✓Industry and customer status

✓Deal value, probability and priority

✓Contact name and job title

✓Email and phone

✓Company and contact notes

Import workflow

Review before anything is saved

  1. 1

    Prepare one row per contact

    Repeat the same company details on several rows when a company has multiple contacts. NordCRM groups the rows under the same company.

  2. 2

    Review the automatic mapping

    Swedish and English column names are recognised. Check the preview before anything is saved.

  3. 3

    Resolve possible duplicates

    Matches on registration number, website, company name, email or phone are shown for review. Choose to merge, skip or create separately.

  4. 4

    Complete missing details later

    Only the company name is required. NordCRM warns when important company information or a contact person is missing.

File limits and safety

Files may contain up to 1,000 data rows, 50 columns and 5 MB. Spreadsheet formulas are never executed; NordCRM reads stored cell values only. Always review the preview and keep your original file as a backup.

Download templateRead the CRM guide

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See how NordCRM fits your company.

Tell us about your business and what you want to improve. We will contact you to arrange a personal walkthrough.

✓ Personal platform walkthrough

✓ Adapted to your industry and workflow

✓ No commitment or automatic registration