Skode CRM
Import profiles from a spreadsheet
Upload a CSV or Excel sheet and map its columns to profile fields.
In review5 min · for all roles
These steps were written from the product itself but haven’t been walked through in the live app yet — so a button name may differ. We mark a guide verified only after a person has done every step on the date shown.
Bring a whole list of people in at once. Skode reads your CSV or Excel file, shows you every column it found, and lets you match each one to a profile field before anything is saved.
Upload your file
Drop in a .csv or .xlsx file. The first row should be your column names — “Name”, “Phone”, “City”…
Match your columns to profile fields
Skode guesses the mapping and shows a preview. Anything it isn’t sure about is highlighted — pick the right field from the dropdown, or choose Skip to leave a column out.
Review and confirm
You’ll see how many profiles will be created and how many look like duplicates of people already in Skode. Nothing is saved until you confirm.
Did this guide help?
Still stuck?
Message us from inside Skode, or copy this guide into your AI assistant and ask it anything.