Move from Excel to a CRM without losing data

Prepare your files

Clean duplicates, use one row per customer or item, name columns clearly and save files as UTF-8 CSV to preserve French and Arabic characters.

Import into LeCRM

Map columns, preview the import, correct errors and keep your original Excel files as a backup.

Start in 48 hours

Once imported, configure logo, ICE, VAT, document templates and train the team on the daily workflow.