Guide

Migrate from Excel to LeCRM

Export your Excel file, format the required columns and import your clients in a few clicks from your dashboard.

Create my workspace Updated : June 2026

Prepare your Excel file

Your file must contain at least these columns: Name, Email, Phone, Company, Notes. Additional columns (address, custom fields) can also be imported.

Download the import template

From your LeCRM dashboard, go to Clients → Import → Download template. Fill in the template with your data to ensure column compatibility.

Import your data

Go to Clients → Import in your dashboard.
Upload your Excel or CSV file.
Map each column to the corresponding LeCRM field.
Preview the first few rows and confirm import.

Verify your import

Once the import is complete, LeCRM shows you a summary of records imported, skipped and any errors. Download the error report to correct rejected rows and re-import them.

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Frequently asked questions

How long does the import take?

A few seconds for up to a few thousand rows. Very large files (10,000+ rows) may take a minute or two.

What columns are supported?

Name, Email, Phone, Company, Address, Notes and any custom fields you have defined in your LeCRM workspace.

Can I import invoices from Excel?

The client import handles client data. For invoices, LeCRM has a separate import tool — contact support for large invoice migrations.

What if I have errors in my import?

LeCRM generates an error report after each import. Download it, correct the flagged rows, and re-import the corrected file.

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