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PLATFORM MODULE

Move Your Business Data With Confidence

Getting data in and out of your CRM should not be painful. Relecca provides a guided step-by-step import wizard and complete export controls with logged history.

Guided Import Wizard

Upload file sheets and align fields through a visual interface.

  • Format Mapping: Match CSV or XLSX columns to standard CRM fields.
  • Validation Checks: Automatically flags formatting issues, duplicate contacts, or missing data.
  • History Logs: Download detailed processing reports mapping successful, failed, or partially imported rows.
Ready to configure Data Import & Export?

Get started in under 5 minutes. Import existing CSV lists or invite your team.

Live Interactive Sandbox
1Upload
2Map Columns
3Parse Outcome
Click to simulate uploading business database CSV

customers_export.csv (24.2 KB)