From Excel to CRM in 20 Minutes—
Not 20 Days
Most CRMs make you rebuild everything. FlowGrid's AI reads your spreadsheet, maps your columns, and builds your structure while you watch. Your customer data—organized, linked, and ready to use.
How Smart Import Works
Four steps from messy spreadsheet to organized CRM.
Upload Your Spreadsheet
Drop in your Excel file, CSV, or Google Sheets export. No rigid template required—Nexus suggests mappings from your headers.
AI Maps Your Data
Nexus analyzes column headers, suggests field types, detects duplicates, and identifies relationships automatically.
Preview Before Import
See exactly how your data will look. Adjust mappings, fix issues, validate everything before committing.
Relationships Auto-Linked
When your data contains matching keys (emails, IDs, company names), FlowGrid can auto-link contacts, organizations, and deals across sheets.
What You Get vs Staying in Excel
Spreadsheets break at scale. FlowGrid grows with you.
| Feature | Excel/Google Sheets | FlowGrid |
|---|---|---|
| Single source of truth | ||
| Automatic linking (contacts ↔ companies) | ||
| Calculated fields (no formula errors) | ||
| Change history & audit trail | ||
| Tasks linked to records | ||
| Visual pipeline & dashboards |
Why FlowGrid vs Traditional CRMs
Many traditional CRMs can import your data, but still leave you with a lot of manual cleanup and setup work. FlowGrid's AI helps you build the structure you actually need, fast.
Traditional CRMs
- Force you into rigid templates
- Require consultants for setup
- Charge for data import help
FlowGrid
- AI builds your exact structure
- Self-service in 20 minutes
- Import included, no extra fees
Works With Your Existing Files
No templates. No reformatting. Just upload what you have.
Excel & CSV
.xlsx, .xls, and .csv files with any structure. Multiple sheets supported.
Google Sheets
Export to CSV or Excel (.xlsx) and upload. Works great with Sheets-based CRM setups.
Other CRM Exports
Exports from most CRMs generally map well. Review mappings before you import.
Privacy & Security
Sensitive fields are encrypted at rest. You control whether Nexus AI is enabled for your workspace, and you can export reports to CSV.
Learn about our securityFrequently Asked Questions
What file formats work?
CSV, Excel (.xlsx, .xls), and Google Sheets exports. If you can export it, we can probably import it.
Does it handle multiple sheets?
Yes. Multi-sheet Excel workbooks are supported. You can map each sheet and set up relationships between them during import.
Will I lose my formulas?
FlowGrid doesn’t automatically import your spreadsheet formulas. You can recreate many common formulas as calculated fields so values update automatically as records change. If you want formulas created during import, you can include a Schema_Hints sheet that defines calculated fields and their formulas.
How long does it take?
Many imports finish in minutes. Complex multi-sheet imports usually take longer because you’ll spend time reviewing mappings and relationships.
Do I need to clean my data first?
Not necessarily. Cleaner data helps, but FlowGrid includes validation, duplicate handling options, and mapping review so you can migrate iteratively.
What happens after trial?
Keep your data and choose a plan. You can export reports to CSV, and you can request a full account export from support.
Stop Wrestling with Spreadsheets
Migrate your customer data in 20 minutes. 14-day free trial, no credit card required.