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Import contacts, companies and articles from CSV, Excel and other tools.
Trusted by leading companies
CSV and Excel, mapped, validated and reversible.
Everything you need to work more efficiently.
Import data directly from CSV and Excel files, so the exports you already have from other tools become cashwerk records without manual retyping.
Map each column to the matching cashwerk field, so your existing structure transfers cleanly even when the source headers do not line up exactly.
Data is validated before import, with duplicate detection, so errors and double entries are caught up front instead of polluting your live database.
Create contacts, companies, and articles in bulk from a single file, so onboarding a full customer list takes minutes rather than days of typing.
Undo a failed or incorrect import in one step, so a mistake in the source file never leaves you cleaning up records by hand afterwards.
A guided migration helps you move from another tool, so switching to cashwerk starts with your real data already in place on day one.
The cashwerk data import brings your contacts, companies, and articles in from CSV, Excel, and other tools—mapped, validated, and reversible.
Switching tools should not mean starting from an empty database. The data import lets you bring your existing contacts, companies, and articles into cashwerk from CSV and Excel files, so day one begins with your real data rather than weeks of manual entry.
Column mapping handles the reality that no two systems name their fields the same way. You map each source column to the matching cashwerk field once, and the import respects your existing structure instead of forcing you to reshape every spreadsheet before you begin.
Validation runs before anything is written, with duplicate detection that catches double entries up front. Bulk creation then turns a single file into hundreds of clean records in minutes, and a one-step rollback means a flawed source file never leaves you cleaning up records afterwards.
For teams moving off another tool, a guided migration walks through the process so the switch is structured rather than improvised. Combined with the CRM, connectors, and n8n, the import is the on-ramp that gets your business productive in cashwerk from the start.
From an exported file to clean records in cashwerk.
Bring in a CSV or Excel export from your previous tool, spreadsheet, or legacy system.
Match each source column to the right cashwerk field so your structure transfers cleanly.
Let cashwerk validate the data and flag duplicates before anything is written to the database.
Bulk-create the records, and undo the import in one step if the source file turns out wrong.
Seamlessly integrated modules for your complete workflow.
You can import from CSV and Excel files, which are the formats nearly every other tool exports. Because most CRMs, spreadsheets, and legacy systems can produce one of these, you rarely need a special export and can start with the data you already have.
During import you map each source column to the matching cashwerk field, so mismatched headers are no obstacle. You set the mapping once for a given file structure, and the validation step confirms the data lands where you expect before anything is written.
Before importing, cashwerk validates the data and detects likely duplicates, so you do not end up with the same contact or company twice. Catching duplicates up front keeps your live database clean instead of forcing a cleanup project later.
Yes. A guided migration walks you through importing contacts, companies, and articles from your previous tool, so you start with your real data already in place. If a failed import slips through, the rollback lets you undo it in one step and try again cleanly.
“Scalable and the installation support was very helpful. We now save 6 hours per week on administration. Great service, great price-performance ratio!”
Brigitte B.
Managing Director, B&B Consulting
5–15 employees · Management Consulting
“I can unreservedly recommend working with cashwerk GmbH. From the first contact, the team impressed me with their extraordinary professionalism and transparency.”
Gabor N.
Senior Consultant, NovaTech IT Consulting
10–30 employees · IT Consulting
“cashwerk has completely changed our work. Before, we used 3 different tools, now everything is in one place. The AI assistant saves us at least one hour every day.”
Marcus S.
Managing Director, Digital Agency Munich
15–40 employees · Digital Agency
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