Excel → CRM migration
From spreadsheet to working CRM in 20 minutes.
Smart Import reads your existing spreadsheet, proposes the schema, and writes your data into a real CRM — no column-mapping wizard you abandon, no consultant required.
How Smart Import works
Drop the file. Nexus proposes the schema. You approve.
- Drop your .csv or .xlsx file. No file-size dance, no pre-cleaning required.
- Nexus reads a sample, infers field types (email, currency, date, single-select with detected options, links to other objects), and shows you the proposed schema.
- You override anything that's wrong. Click import. Records appear in your workspace.
- If anything looks off, ask Nexus to undo the session. Audit-log-tracked, fully reversible.
Where Excel breaks
Spreadsheets work until they don't.
Adding a new field
Insert column. Hope nobody has the file open. Update formulas downstream.
Type the field name in Nexus. Schema updates. Existing records get the new field.
Multiple people editing
File-locking, merge conflicts, "who has it open?" Slack messages.
Real-time, per-record. Audit log shows who changed what.
Searching & filtering
Filter dropdowns. Lose your view when someone else filters. No saved views per person.
Per-user saved views. AI-typed queries. Ask Nexus and get a widget back.
Permissions
Whoever has the link has everything. Hide rows manually if you don't want someone to see.
Per-record access controls. Workspace audit log. Tenant-scoped encryption keys.
When you outgrow it
Pipelines, custom objects, automations all live in your head or in side spreadsheets.
First-class pipelines, custom objects, and workflow automations on the same data.
Verifiable, not assumed
We're early. Here's how you can verify us anyway.
How your data is protected
Field-level AES-256-GCM encryption with tenant-scoped keys. Multi-tenant row-level isolation. Every mutation logged.
Read the security details →Legal & compliance
GDPR-compliant with a Data Processing Addendum. Your legal contact can pull it now — not after a sales call.
Read the DPA →Honest answers
The questions about migrating.
Drop your file. See if it migrates clean.
14-day trial, no credit card. If Smart Import can't handle your spreadsheet, you'll know in five minutes — and your data exports as CSV either way.
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