Imports & exports
Bring clients in from a spreadsheet, undo an import, and take data out.
- Import clients from CSV or ExcelAdmin onlyBring your existing client list into KretaOS from a spreadsheet. KretaOS maps the columns, you review, and every import can be undone.
- Column mappingAdmin onlyHow KretaOS decides which spreadsheet column is the company, the contact, the tier and the notes — and how to correct it before you import.
- Undo an importAdmin onlyTake back a whole import in one click — as long as nobody has started working on those records yet.
- Export your data and handle erasure requestsDownload your workspace's data as JSON or Excel-ready CSV files, and record a contact's request to have their data erased.