Switching from another CRM

Switching from another CRM, Outlook or Excel? Then you bring your data across in two steps: first your contacts, then your email history.

1. Your contacts

1. Export your contacts from your old system to an Excel or CSV file. Almost every CRM has an export function for this.
2. Open the desktop version of SpinOffice and choose Import > Contacts in the main menu. Importing from Excel only works in the desktop version.
3. Match the columns in your file to the right fields in SpinOffice and start the import.

Do you use Microsoft 365 or Contacts on your Mac? Then you import your contacts in one go, without a file.

Prefer to watch? Video – Importing contacts from Excel (in Dutch). All the steps are in Importing contacts.

2. Your email history

You don't need to import your emails separately. Once you connect your email account to SpinOffice, your mailbox is retrieved and earlier emails are automatically linked to the contacts with the same email address. That's why you should import your contacts before you connect your email account.

Read more: Adding an email account

3. Your calendar

If you use Outlook, you import your appointments via Microsoft 365. Read more: Importing a calendar

A lot of data, or complex data?

Do you have a large database, or data from several systems? Email us at support@spinoffice-crm.com and we'll help you work it out.