CRM with XLSX import (planned)
Many teams keep their customer data in Excel. axoCRM is preparing XLSX import for paid workspaces. CSV import is fully live today, so you can move your data in right now.
- 1Upload CSV→
- 2Map columns→
- 3Preview rows→
- 4Import
| CSV column | → axoCRM field |
|---|---|
| full_name | Name |
| company | Company |
| notes | Notes |
Where teams get stuck
Data lives in .xlsx files
Convert to CSV today; XLSX import is planned.
Multi-sheet workbooks are common
XLSX import will support sheet-by-sheet mapping when released.
Formulas don't belong in a CRM
Imports will flatten values rather than carry formulas across.
How axoCRM helps
axoCRM is preparing XLSX import for paid workspaces. CSV import is available today. XLSX import is on the paid-plan roadmap.
- 1Today: save your XLSX as CSV and import.
- 2Coming soon: import XLSX directly on paid plans.
- 3Map sheets to objects.
- 4Map columns to fields.
- 5Run and review in import history.
Key features
Live: CSV import
Bring data in today.
Planned: XLSX import
Direct .xlsx import for paid workspaces.
Field mapping
Map columns to standard or custom fields.
Import history
Audit log of what was loaded.
Re-import support
Merge updates on matching keys.
See the full features overview for more.
Simple, annual pricing
If you live in Excel, the simplest path today is CSV import; XLSX is on its way for paid workspaces. Free plan available. Paid plan is $39 / £29 / €35 per user per year — billed annually, no monthly upsell.
- Free plan: 1 user, 250 contacts.
- Paid: $39 / £29 / €35 per user per year.
Related reading
FAQ
- Is XLSX import available today?
- No — it's planned for paid workspaces. CSV import is live.
- Can I convert XLSX to CSV?
- Yes — most tools export CSV.
- Will XLSX support multiple sheets?
- That's the planned design.
- Will it require the paid plan?
- Yes — XLSX is planned as a paid-plan feature.
Ready to try axoCRM?
Start on the free plan. No credit card required.