Old data moves once, in the right order.

• Available

  Import from CSV and Excel

  Up to 50,000 rows per file, processed in the background. Download a sample with every column and fill it in, or map the columns of an existing export.

• Available

  Mapping suggestions and conversions

  Each column gets a suggested field with a confidence level, and conversions handle date formats, decimal separators and value replacement. The mapping is saved as a template and recognised automatically next time.

• Available

  “Check file” writes nothing

  The check shows row by row what the import would do — new, changed, unchanged or existing — and writes nothing. Every import stays in the history: who, when, which file and with what outcome.

• Available

  All or nothing, or valid rows only

  An import can write the whole file or nothing, or only the valid rows plus an error file you fix and import again.

• Available

  Re-import without duplicates

  When a row carries the old system’s ID, a repeated import recognises the existing record and does not create a new one. The same file imported twice gives unchanged rows, not duplicates.

• Available

  Quotes and activities with history

  The server calculates imported quote amounts from item, quantity, price and discount; quotes arrive as drafts and get their number when sent. Completed activities keep their dates, so customer history stays accurate.

• Available

  Custom fields in import and export

  Fields the company defines for customers, contacts, leads, deals and other records go into imports and come out in exports like standard ones.

• Available

  Full data export

  One ZIP with one Excel file per record type. The file is available for 24 hours, and the export leaves a trail.

All capabilities listed are part of NG CRM. Anything that depends on your external accounts, such as a Microsoft 365 or Google calendar, is enabled during onboarding.