Migration
Your old tool exports. Spodus reads it.
Upload a CSV or an Excel file, or paste the rows straight in. Spodus matches your columns to its fields, recognises the exports of seven tools by their headers alone, and checks every row against what you already have before it writes a thing.
What CSV import gives you.
Seven exports recognised on sight
Headers from Asana, ClickUp, HubSpot, Pipedrive, Salesforce, Trello and Zoho CRM are matched to a preset, and the mapping arrives filled in.
Columns you can re-map by hand
Every field shows the column feeding it. Change it, ignore it, or join two columns into one, which is how First name and Last name become a name.
A duplicate check before the write
Spodus asks the server which of your rows it already holds, counts the repeats inside the file too, and skips them unless you tell it not to.
A preview that shows the damage
How many rows are new, how many are duplicates, how many have no name, how many cells would not parse, and the first eight rows as they will land.
HubSpot
Pipedrive
Salesforce
Zoho CRM
Asana
ClickUp
TrelloThe specifics.
Every number on this page came out of the product rather than a roadmap.
- File formats
- CSV and .xlsx. A workbook with several sheets offers a sheet picker. The older .xls format is refused with a message telling you to re-save it. You can also paste rows into a box instead of uploading anything.
- Vendor presets
- Seven. HubSpot, Pipedrive, Salesforce and Zoho CRM cover contacts, companies and deals; Asana, ClickUp and Trello cover tasks. Every other tool is a few minutes of mapping columns by hand.
- Column matching
- A field claims the first free column whose header matches its name. A preset takes over once at least two of its fields match, and where two presets tie on the same file Spodus applies neither and asks you which one it is.
- Joining columns
- One field can be fed by several columns and joined in order. The usual case is a first-name and last-name pair arriving as one name.
- Duplicate matching
- On the record's primary field, which is the name at the front of it. The check runs on the server, against the records your permissions already let you open, and it catches repeats inside the file as well as against what is stored.
- What a duplicate does
- It is skipped, by a checkbox that is on by default. Turn the checkbox off and duplicates come in as new records. Nothing is ever overwritten, because an import only ever creates.
- Rows with no name
- Always skipped, whatever the duplicate setting says, because there is nothing to match them on.
- Cells that will not parse
- Kept as the text you gave, and counted in the preview. Spodus reads 1,234.56 and 1.234,56, ISO and slashed dates, and the usual yes and no words; it will not guess at a spreadsheet error.
- Where you can import
- Every object except invoices, estimates, bills, credit notes and tickets, which are built by the modules that own them. Custom objects behave like the built-in ones.
- Size
- Up to 50,000 rows in one file. Above that, split the export.
- Getting data back out
- Export the current table to CSV, or only the rows you have selected. A file exported from Spodus imports back into Spodus unchanged.
Switching it on.
- Open the object you are filling, press Import, and drop in a CSV or .xlsx file. Pasting the rows works too.
- Check the mapping. If the headers came from one of the seven recognised exports it is already done for you.
- Read the preview: new rows, duplicates, rows with no name, and the cells that would not parse.
- Press Import. Nothing at all is written until you do.
What the importer will not do.
It only ever creates. There is no update-existing mode, so a second file of the same contacts carrying new phone numbers will not fill them in; those rows are skipped as duplicates instead. There is no undo once an import runs, which is why the preview is a step you walk through rather than a message that appears afterwards. Matching looks at one field, the record's name, and never at an email address or a company. And if the duplicate check cannot reach the server it tells you so and imports everything, rather than reporting a comfortable zero.
Questions, answered.
Which tools can I import from?
Does it match duplicates on email address?
Can I import into a custom object?
What happens to a value it cannot read?
How big a file can I bring?
The rest of the list.
It is a short one, and every page on it says exactly what its connection does and does not do.
Gmail
Connect a Gmail mailbox over IMAP and SMTP so mail with a contact shows on their record, and reply from there.
Read the detailOutlook
Connect an Outlook mailbox over IMAP and SMTP, where your account and your administrator allow those protocols.
Read the detailAutomation
Webhooks
Give a workflow its own URL so your systems can start work in Spodus, and let a workflow call yours back.
Read the detail