Assisted data import

Move from spreadsheets or another system without the headache. We’ll help you structure, clean, and import your data into Affiliate CRM so your team can start using it straight away.

Request an import View pricing

UK hosted · Secure handling · Designed for fast onboarding

Typical inputs
CSV / Excel
We can handle
Large datasets
Import style
Clean & structured
Result
CRM-ready records

Get your data into Affiliate CRM — properly

Importing data is often where CRM projects fail. Fields don’t match, duplicates appear, and teams lose confidence before they even start. Our assisted import service removes this friction.

What we can import
  • Contacts, organisations, and account records
  • Site / branch locations and related details
  • Notes, tags, categories, and custom fields (where applicable)
  • Leads, opportunities, and pipeline-stage records
  • Historical visits, meetings, and activity logs
  • Assets, equipment, or managed items linked to accounts
  • Large spreadsheet databases (CSV / Excel)

How it works

1) Review your data
Provide your current CRM data (such as accounts, contacts and sales history) and we’ll confirm what’s included and how best to migrate it.
2) Structure & clean
We map fields, standardise formats, and reduce duplicates to produce CRM-ready records.
3) Import into your account
We load the data into your Affiliate CRM account and validate that it looks right.
4) Ready to use
Your team can start using clean accounts and segments immediately.

Secure handling

We handle your data securely and only use it to perform the import into Affiliate CRM. If your dataset includes personal data, you remain responsible for ensuring you have the lawful authority to share it for processing.

Free dataset import (included)

If you purchase any of our curated datasets (such as Education data or Health care data), we’ll import that dataset into your Affiliate CRM account free of charge.

Education data Health care data Request dataset access

Request an assisted import

Tell us what you’re importing and roughly how many records you have. We’ll recommend the best approach.

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What helps us quote quickly
  • Spreadsheet/export format (CSV / Excel / other)
  • Approximate number of records
  • Any required segmentation (e.g. region, category)
  • Whether it’s a one-off import or ongoing updates
Common questions

Will this interrupt our team?
No — we handle the import and confirm the outcome with you before you start using it.

Do you support large datasets?
Yes. We regularly work with large spreadsheets and structured exports.

Ready to get your data into Affiliate CRM?

Send us your dataset and we’ll advise the quickest, cleanest route to a working CRM.

Request an import