Moving data from Excel to a CRM (Customer Relationship Management) system can be tricky, especially if there’s a lot of information like names, phone numbers, emails, and addresses. That's why a lot of people use tools from outside sources to improve and speed up this process.
Third-party tools are specialized software applications that can help you move your Excel data to a CRM without losing or changing any of your data. The data in your Excel files can be easily imported into your CRM by these tools because they can switch the format of the data. Besides that, they help you arrange your contacts so that everything in your CRM system is in the right place.
Some tools let you map the Excel columns (like Name, Email, Phone Number) directly to CRM fields. Others can clean up your data to remove duplicates or errors before importing. When you input data manually, these features can take a long time and lead to mistakes.
Different CRMs (like Salesforce, HubSpot, Zoho, etc.) might require slightly different formats, but a good third-party tool can adjust the data to match what your CRM needs.
For this you can use a trusted as well as well-known software called
WholeClear Excel to VCF Converter. It switches Excel files into the VCF (vCard) format, which is used by a lot of CRM systems. If you save your Excel contacts as a VCF file, it's easy to load them into your CRM without losing any information. This application can be simply operable by any user and supports all Windows OS versions. By using its free trial version you can also try this software without any cost.
Lastly, if you want a reliable third-party tool to convert Excel contacts to CRM then the software I have recommended can be the best choice for you.