Data import and export

Your data in, and out again whenever you like

Import customers, contacts and opportunities from Excel or your old CRM, and export at any time. Your data is yours.

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Import from Excel and CSV

Upload a file, match the columns to fields and import. Duplicates are caught on the way.

Export from every list

Export the list you are looking at, with the filters and columns you have chosen.

Synchronisation with your ERP

Ampleo Data Connector keeps customers, orders and invoices the same in the CRM and the ERP.

Switch without starting over

We help you move data from the system you have today, and users can be imported from Excel too. A new trial starts with demo data, so you can try the system before your own data has moved.

  • Import contacts, companies, opportunities and users
  • Columns map to fields, your own included
  • REST API for ongoing data exchange
  • No commitment, and data can always be exported

Bring a sample of your data

Start a trial and import a sample of your customers, or book a walkthrough in which we look at your current data.

Try free Book a demo