DATA IMPORT
Bring the records your team already works with.
Upload CSV files or an Excel workbook with separate sheets for clients, sites, employees and jobs. GrooovyCRM suggests the fields it recognizes and lets you review the mapping before adding records.
Check the columns before importing
Choose which section each file or sheet belongs to, map the columns and review sample values. Select the timezone for job dates and the home, office, retail or turnover checklist for upcoming visits.
Keep the relationships explicit
Use the source IDs from your export to connect clients to sites and sites to jobs. Use employee references for job assignments. Missing or ambiguous links appear in the check results so you can correct the file or mapping.
Run the check first
The dry run checks the selected tables without keeping the new business records. Review errors and conflicts before applying the import. A previously imported source ID with different fields is a conflict; it does not overwrite your existing record.
Review staff before inviting them
Importing employees creates staff records without sending invitations. Send invitations explicitly when you are ready for those people to access the workspace.
Move a small set first
Start with the sites and upcoming jobs you want to evaluate with the service. The importer accepts up to 20 non-empty tables, 20,000 rows in total and 50 MiB per combined upload. Exact supported fields depend on the file and mapping. This is a file import, not a live connection to your previous system.
FREE ACCESS
Try the workflow
with your team.
For US cleaning companies with up to 10 cleaning staff: homes, offices, stores and turnovers. After manual approval, start with your real records and editable checklist starters. No training session is required.
Free access. No card required.
Paid access only with your agreement.