Import / Export
Fixed-field CSV import · Export/Push & Pull with Legacy System.
Leads / Deals (Admissions Pipelines)
Drop your CSV here or click to select
Max 20 MB • UTF-8 • Required headers are fixed (see Sample CSV)
Preview (first 50 rows)
0 rows
Legacy System — Push / Pull
Push = export current CRM Leads to legacy. Pull = fetch from legacy and preview before importing.
Accounts (Parents / Guardians)
Drop your CSV here or click to select
Max 20 MB • Fixed headers (see Sample CSV)
Preview (first 50 rows)
0 rows
Legacy System — Push / Pull
Push = export Accounts to legacy. Pull = fetch Accounts from legacy.
Students
Drop your CSV here or click to select
Max 20 MB • Fixed headers (see Sample CSV)
Preview (first 50 rows)
0 rows
Legacy System — Push / Pull
Push = export Students to legacy. Pull = fetch Students from legacy.