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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 for companies and contacts, and Excel exports from your lists, with logged history for both.

Guided Import Wizard

Upload file sheets and align fields through a visual interface.

  • Excel Import: Upload an XLSX file of companies or contacts, starting from a downloadable template.
  • Column Mapping: Match spreadsheet columns and values to CRM fields step by step.
  • Undo an Import: Revert an import from the import history if something went wrong.

A Guided Import Rather Than a Bulk Paste

Most migrations fail on the data rather than the tooling. A step-by-step wizard makes each decision explicit, and tells you what happened afterwards instead of leaving you to discover it.

  • Upload your Excel file and follow the guided process.
  • Map columns and attribute values before anything is created.
  • Review the status of each import in the import history.
  • Revert an import that did not go as planned.

Getting Data Out Again

Portability matters both operationally and as a question to ask any vendor before committing. Supported records can be exported from list views rather than only through support requests.

  • Export companies, contacts, leads, deals and time entries to Excel.
  • Export from the list view, with the filters you already applied.
  • Regenerate previous exports from the export history.
  • Export selected rows only when you need a subset.

History You Can Check

Imports and exports are the operations most worth having a record of, because their consequences show up later. Both keep a reviewable history.

  • Import history with the status of each prior run.
  • Export history, with exports that can be regenerated.
  • Clean before you import rather than after, and remove duplicates on the way in.
  • Split a single mega-sheet into organizations and people before migrating.

Ready to configure Data Import & Export?

Get started in minutes. Import your Excel spreadsheets or invite your team.

Import Your Data NowBook a Demo

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Interactive Preview
1Upload
2Map Columns
3Result
Click to simulate uploading an Excel (XLSX) file of companies

companies_import.xlsx (24.2 KB) · built from the downloadable template

Explore more of the platform

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See how teams use Relecca

SaaS Companies Relecca helps SaaS companies manage leads, customer relationships, sales pipelines, tasks, post-deal feedback, and team operations in one platform.B2B Companies Manage complex B2B sales cycles, multiple stakeholders, post-deal customer feedback, and team assignments in one shared workspace.Agencies Coordinate agency client proposals, deal valuations, campaign deadlines, and time sheets in one CRM tool.