Bulk-load a broker's existing clients (or referral partners) from any CSV export. Choose a preset for their old CRM, drop the file, verify the mapping, run a dry-run, then send the clean rows through the secure n8n import webhook. Non-owner roles cannot access this tool.
Owner or admin access required
Bulk imports write directly to your live Pipeline sheet. Ask your account owner to run the import.
1Upload CSV
2Map columns
3Preview + validate
4Commit to Sheet
1. Upload CSV file
Max 10,000 rows / 5 MB. First row must contain column headers. Comma-separated. UTF-8 encoding preferred.
Drop CSV file here
or click to browse
2. Map their columns to MPM fields
The preset guessed as many as it could. Confirm each row. Fields marked REQUIRED must be mapped. Leave "— ignore —" on any column you don't want imported.
Their column
Sample value
→ Maps to MPM field
3. Preview normalized data
These are the first 5 rows AFTER normalization (stage mapping, date parsing, phone formatting). Check that they look right before committing.
CONSENT NOTICE: All imported rows will be tagged with the consent status you choose below. CASL/PIPEDA/CAN-SPAM require express consent for automated marketing email. If you're unsure, choose "unknown" — those rows land in the sheet but workflows WILL NOT email them until you upgrade to "express".
Preview (first 5 rows)
Validation issues (0)
No issues detected.
4. Commit to Google Sheet
This sends normalized rows to the Bulk Import n8n webhook. n8n writes to the live Sheet using server-side Google credentials. Duplicate skipping works when the browser has read access to the Sheet.
Before you click Commit: the broker should have signed off on the data in step 3. If the Bulk Import webhook is not configured, this tool downloads a clean CSV for manual paste instead of attempting an unsafe browser write.