Guided migration
A clear beginning, with your contacts.
Import contact CSVs, map the columns and review every row before confirming.
Open this workspaceAvailable in your signed-in workspace, subject to your plan and permissions.
Bring the contact export into the new workspace.
contacts.csv → Client records
Map once. Review the exceptions before any records are created.
Full name → Client name
Alex Morgan · Row 1
MappedCompany → Organization
Northline Holdings · Row 1
MappedDuplicate detected
Alex Morgan already exists in the workspace.
Review