How do I move from spreadsheets to a CRM?

Moving from spreadsheets to a CRM is one of the easiest migrations because your data is already in a structured format. Save your spreadsheet as CSV, then import it into your new CRM. Map the spreadsheet columns to the CRM fields, and your leads appear in your pipeline.

Before importing, clean up your spreadsheet. Remove duplicate entries, update outdated contact information, and mark which leads are still active versus historical. You want to start your CRM with clean, actionable data rather than years of clutter.

The biggest adjustment is behavioral, not technical. Your team needs to log into the CRM instead of opening a spreadsheet. Make the CRM the only place to find lead information. Within a week, the pipeline view, automatic reminders, and mobile access will make anyone wonder why they used spreadsheets for so long.