Peak CRM · Guide · Migration
Move your contacts
without duplicates.
A guide for moving to Peak CRM: check your data, map fields, avoid duplicates. Put together your checklist for the import.
What do you need to settle before the import?
2 questions in the plan. First question: Which contacts really move with you?
The move at a glance
Check. Map.
Which contacts really move with you?
A move is a good chance to tidy up.
You can import existing contacts into Peak CRM. Which file formats the import accepts is shown in the app. This guide helps you prepare your data so that no duplicates appear.
From reading to doing
Your checklist. For your data.
Your sample import.
2 questions selected
- Which contacts really move with you?
Better to sort out old, incomplete entries before than to search for them after.
- Does every contact have a unique e-mail address?
Check contacts without an identifier one by one so nothing is created twice.
What a good
record needs.
A name, a unique identifier such as the e-mail address, and a company. Everything else can follow later.
Which contacts really move with you?
Better to sort out old, incomplete entries before than to search for them after.
Unique identifierThe e-mail address prevents duplicate contacts.
Clean companySame company, same spelling.
Clear statusCustomer, prospect or partner is recognisable.
The playbook
Three steps to a clean import.
Clean in,
clean onwards.
Data → Mapping → Sample import
- 01
Check your data first.
Merge your sources and remove obvious duplicates. Check that company names are spelled the same way.
ExampleThree spreadsheets with customer data
One cleaned list with an e-mail column. - 02
Map columns on purpose.
Decide which column goes into which field. Anything without a matching field stays in the source or moves to the contact as a note.
Map a column
Contact e-mail"Contact mail" - 03
Start with a small sample.
Import a few contacts first and check them in Peak CRM. Only when names, companies and status are right does the rest follow.
Before the big importDo ten sample contacts look right?
Check sample → import the rest.
Your quality check
Are you ready to import?
Tick what you have checked. Your selection stays in this view only.
0 of 4 points checked
What this article is based on.
Editorial guide. Importing existing contacts is available in Peak CRM; supported formats and automatic duplicate checks are not documented on the website and are not promised here.
- Editorial demo
Editorial example with made-up sample data. Contacts, history, opportunities, next step, work list, quotes and pipelines exist in Peak CRM today; everything else is marked as example or planned.
Ready for the move.
Create your account and import a small sample of your contacts first.
Frequently asked questions
Which data can I bring over?
Contacts and companies via import. Peak CRM shows the supported formats during import.
Is there a direct connection to my old CRM?
Peak promises no connection that is not built. The safe route is an export from the old system and an import into Peak CRM.
What about duplicates?
Clean them up before importing. The guide shows the steps.