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Frontdesk
Feature

CRM Import and Export: Move Contact Data In and Out with CSV

Import an existing contact list into Frontdesk CRM with field mapping. Export your full database to CSV at any time. No manual data entry for existing lists.

How It Works

Upload a CSV file in the CRM import tool. Map each column to a Frontdesk contact field, including custom fields. Frontdesk creates or updates contact records on import. Export the full database or a filtered subset at any time.

  • CSV import with column-to-field mapping
  • Supports standard and custom fields on import
  • Duplicate detection by phone and email
  • Full database export to CSV
  • Filter-based export for a contact subset
  • No row limit on import or export

Who Uses This

CRM migration

Export your contacts from HubSpot, Salesforce, or a spreadsheet and import them into Frontdesk in one step.

Reporting

Export your contact database to a spreadsheet for monthly reporting or offline analysis.

Campaign preparation

Export a filtered contact list — by tag, lead score, or custom field — and upload to an email or SMS platform.

Frequently Asked Questions

What fields can I map on import?

You can map to any standard field — name, phone, email, address — and to any custom fields you have created.

Does import create duplicates?

Frontdesk checks for existing records by phone and email and updates them instead of creating duplicates.

Start using this feature today.

No credit card required. Live in 5 minutes.