---
title: "Bring your customers in from a spreadsheet or your old CRM"
description: "Export from what you use today; check it before anything is written. Companies, contacts, deals and activities, imported and linked."
url: "https://salexhub.com/use-cases/bring-customers-in"
---

# Bring your customers in from a spreadsheet or your old CRM

Export from what you use today; check it before anything is written. Best for: Anyone starting on SalexHub. You give it: A CSV or Excel export. Runs in: App.

## How it runs

- **Step 1**: Press Import in any list and match each column.
- **Step 2**: See how many rows are ready, with look-alikes flagged, before anything is written.

## You get

Companies, contacts, deals and activities, imported and linked; one action undoes the whole import.

## You decide

A person runs it; for the Agent, an import needs approval.

---

The same page for people: https://salexhub.com/use-cases/bring-customers-in. Index of this site for agents: https://salexhub.com/llms.txt