Import your existing data
Bring companies, contacts, leads and opportunities from spreadsheets or your current CRM, and review everything before it is added.
You don't start from an empty workspace. Export your data from spreadsheets or your current CRM (Pipedrive, HubSpot, Zoho and most other CRMs can export to CSV or Excel) and bring it into EVORIV. Nothing is added until you choose to import.
Bring your files in
- Open Settings, Import & data, and select Bring your data in. After setup, Import your customers on Home opens the same place.
- Drop your CSV or Excel files. Upload everything together; the order doesn't matter.
- EVORIV reads each file and works out what it holds: companies, contacts, leads or opportunities. It only asks about what it can't be sure of.
Review before anything is written
- How each column was placed: every column is matched to a field you already track. Change any match that looks wrong.
- Information your workspace doesn't track yet: add it as a new field, point it at a field you already track, or leave it out.
- How EVORIV connected your data: people and opportunities are matched to their companies using IDs from your old system, company names, websites and email domains.
- Records that look like ones you already have: nothing you already have is changed or overwritten. Skip a row to keep your existing record as it is.
- Rows that can't be imported: fix them in your file and upload it again. Everything else can still come across now.
When the summary looks right, select Bring my business into EVORIV. You can leave the page open while it runs; EVORIV tells you when your Sales workspace is ready and lists any records that didn't come across.