Excel → Winly

From Excel to a real CRM with one file.

Upload an Excel or CSV file. Winly recognises the columns and creates contacts, companies and deals.

Three steps

  1. Save the file

    Excel or CSV, one row per customer.

  2. Upload

    Winly › Settings › Import › File.

  3. Check

    Review the preview and confirm.

What comes over

  • Contacts
  • Companies and registry codes
  • Deals and values
  • Owners

Be among the first

Winly opens in stages. Leave your details and we will write when it is your team's turn.

We use your details only to tell you when Winly opens. Privacy