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)
