Platform · Data Import & Export
Move from spreadsheets without losing a row
Upload a CSV or Excel file, map columns to KztOne fields, preview duplicates and errors, and import in batches with a report of what was created, updated and skipped.
- Included in
- Free plan and above
- Status
- Available now
- Module
- Platform
- Trial
- Included in the 7-day trial
Guided import
KztOne detects columns, suggests mappings, normalises phones and emails and shows a preview before anything is written.
- Contacts, companies, products, stock, orders, invoices and custom records
- Column mapping with saved templates
- Validation and error report
Duplicates handled
Rows matching an existing record by id, email, phone or SKU can update it, be skipped or be flagged for review. Nothing is merged silently.
- Match by id, email, phone or SKU
- Update, skip or review per rule
- Import history with rollback of a batch
Export anything
Every list and report exports to CSV or Excel. A full workspace export is available on request.
- CSV and Excel export of any list
- Report export
- Full workspace export
What you get
- Fast start
- Your existing data is in KztOne on day one.
- Clean data
- Normalisation and duplicate rules keep records tidy.
- No lock-in
- Export everything whenever you want.
Questions
- Can I import from another CRM or ERP?
- Yes, via their CSV export. A Perfex CRM connector for direct migration is coming soon.
- Is there a row limit?
- Imports run in batches of up to 50,000 rows per file with no total limit. Larger files can be split.
- Can I undo an import?
- Yes. Each import batch can be rolled back from the import history within 7 days.
- Which KztOne plan includes data import & export?
- Data Import & Export is included in every plan, including Free. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
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Security & Data Protection
Your workspace is isolated at the database level, secrets are encrypted at rest, sessions and API keys are scoped, and backups and exports are always available.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.