EZCRM + Import Clients from CSV
Bring your existing customer and lead lists into EZCRM in minutes with a simple CSV import — no manual data entry.
Set up once, then it just runs.
Prepare your CSV file
Export your contacts or leads from a spreadsheet, another CRM, or any source into a CSV file.
Map your columns
Use our guided import tool to match your CSV columns to EZCRM lead and contact fields.
Import and verify
Your entire list is imported in one go, with duplicate detection so you don’t create repeat records.
Never lose a Import Clients from CSV lead again.
Switch CRMs without losing data
Bring years of customer history with you when you move from spreadsheets or another CRM.
Bulk import, not one by one
Import thousands of leads or contacts in a single upload instead of manual entry.
Clean, de-duplicated data
Built-in duplicate detection keeps your database accurate after import.
Common questions
What file formats are supported?
Standard CSV files exported from Excel, Google Sheets, or most other CRMs are supported.
Will duplicate contacts be created?
No, EZCRM checks for existing matches by phone or email and avoids creating duplicates.
Is there a limit on the number of records?
You can import large lists; for very large files our support team can assist with a bulk import.
Is CSV import free on all plans?
Yes, CSV import is available on every EZCRM plan at no extra cost.
Bring your Import Clients from CSV leads into one pipeline
Set up the Import Clients from CSV integration in minutes and stop juggling tabs.