Moving from another CRM. Export your deals from Bitrix24, amoCRM (Kommo), Pipedrive or any spreadsheet, then open Leads → Set up → Import deals (admins). CSV, XLSX and Bitrix's «Excel» files are read; up to 10 000 rows and 8 MB per file.

Check before anything is created. The next screen shows each column of the file with an example and what it becomes — deal name, customer's name, phone, e-mail, company, amount, currency, stage, status (open / won / lost), owner, tags, creation date, comment, reason it was lost, ID in the old system. We recognise the usual headers of those three systems; change anything or leave a column out, then press Apply the columns. Below, each of their stages is matched to one of yours, and each of their owners to one of your colleagues (or nobody — hand them out later with Hand out owners).

What you get. Every row becomes a card on the board with its stage, amount, owner, tags and the date it was created there; the customer is found in Contacts by phone or e-mail, or added, and joined to the company. The import runs in the background — you can leave the page. Nothing is sent to customers, and automation rules do not fire on imported cards.

Twice, or by mistake. Rows already imported before are skipped, so a second run of the same file creates nothing twice. A finished import can be undone: it deletes exactly the cards it created (contacts stay). If the service was updated during an import, the page offers Continue the import.