If you already have contacts, companies, or deals saved somewhere else, you can bring them into Revwit in just a few minutes, using a simple CSV file.
When you import, Revwit will:
Place your data in the right sections (People, Companies, Deals)
Keep your information clean and searchable
Let you start working immediately without messy formatting
Step 1: Prepare Your File
Make sure your CSV file includes clear headers like: Name, Email, Phone and Company
Name | Email | Phone | Company
Revwit will help you align and clean your data as you go.
Step 2: Access the Import Tool
Go to Companies, People, or Deals in the sidebar.
Click Import.
Upload your CSV file (drag-and-drop or browse).
Revwit validates your file instantly, highlighting issues like wrong format or missing data.
Step 3: Map Your Columns
Revwit automatically matches your file’s columns to the right CRM fields using smart matching.
Review and adjust where needed e.g. “Full Name” → Name. You can even save your mapping as a template for future imports.
Step 4: Review Your Data
See a preview table of your data. Revwit flags missing fields, duplicates, or invalid entries. You can also fix issues inline before final import.
Step 5: Confirm & Import
Review the summary of your data; total rows, valid rows, and rows with issues. Click Import to complete the process.
Step 6: Verify Your Import
After import, you’ll see a confirmation showing how many records were successfully added. Skipped rows will include reasons and suggested fixes.
Your new data will now appear under Companies, People, or Deals, ready to use.