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Bring your data into SPLX OS

Import CRM contacts, Scorecard history, and revenue from spreadsheets, with supported formats, click paths, and limits to check before moving your data.

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Start with the records your leadership team needs for its first weekly reviews. Keep your original exports, try a small batch, and check the results before moving the rest. Import controls depend on your permissions and which modules are enabled.

CRM contacts

  1. Open CRM → Contacts. Open More actions and choose Import CSV.
  2. Upload a CSV file or paste its contents. The wizard supports up to 500 contacts at a time.
  3. Select Map columns. Map at least Email and First name to your columns; review the remaining mappings and any invalid rows.
  4. Select Import contacts, review the results, then select Done. Check a few contact records before importing another batch.

This imports contacts, not another CRM's deals, activity history, or automations.

Scorecard metric history

Create the metrics first in Strategy → Scorecard. Historical imports match existing metrics; they do not create new metric definitions.

  1. On the Scorecard page, open More actions and choose Import.
  2. In Import historical values, choose Periods to include and download the template, which is pre-filled with your metrics.
  3. Fill in Metric (or Metric ID), Period End, and Actual. Context is optional. Keep period dates consistent with each metric's cadence.
  4. Choose your CSV or .xlsx file. Imports support up to 1,000 rows. Review the imported and skipped counts and any row errors.

Rows match by metric and period. Re-importing the same period updates its value rather than creating a duplicate; check your file carefully before uploading.

Revenue records

  1. Open Finance → Revenue, then choose Import from More actions.
  2. Choose a CSV with Date, Amount, and Category columns. Use positive amounts in currency units for Amount; Amount Cents is also supported. Use existing category names or configured aliases, or leave category values blank for uncategorized revenue.
  3. Optionally include Description and Status. Supported statuses are recognized, pending, refunded, and void; an omitted status defaults to recognized.
  4. Review the validation preview before selecting Confirm import. Check the created and skipped counts afterwards. Avoid uploading the same revenue records twice.

This imports revenue records. It does not import a general ledger or replace bookkeeping.

What does not import yet

Task CSV import is not available yet. Create the tasks you need in Execution → Tasks and assign their owners and due dates. Keep your old task export as a reference; exporting tasks from SPLX OS does not imply an import is available.

Before your trial ends

If you need to take data out, use the whole-workspace data export in Settings, plus CSV exports on most lists. Export keeps working after the trial ends: without a subscription the workspace becomes read-only, you can still export, and your data is deleted 90 days later unless you subscribe.

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