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How-toCRM Mini

How do I get my contacts into CRM Mini?

With a CSV file, a pasted table or eight sample contacts. Peak recognizes the columns itself, shows before importing what's complete and what already exists, and spreads new contacts out at five per workday.

  1. Open CRM Mini and choose “Import contacts” (or More → Import contacts).
  2. Choose a CSV file or paste a table from Excel, Google Sheets or Notion. The first row needs column names such as Name, Company, Email.
  3. Check the preview: found, complete, need review. For duplicates, choose between “Merge” and “Skip”.
  4. Click “Import …”, then “Edit first contact”.

Next step

Import contacts

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