Excel

GoodCRM’s Excel and CSV import functionality makes it easy to move data from spreadsheets into your CRM, helping organisations transition away from manual data management. Using simple CSV or Excel file imports, teams can add or update people, organisations, donations, memberships, events and other record types directly within GoodCRM.

This spreadsheet-to-CRM approach supports bulk data migration, ongoing data updates and system onboarding without technical complexity. Whether you’re importing historical records, consolidating data from multiple spreadsheets, or regularly updating CRM data from Excel, GoodCRM ensures information is structured, searchable and ready to use. For organisations looking to replace spreadsheet-based systems with a scalable CRM, GoodCRM provides a flexible, reliable way to bring Excel data into a single source of truth.