CoreBiz IT Services & CRM
Prepare contact CSV imports carefully
Clean column headings and review a small sample before importing.
This guide uses CoreBiz IT Services & CRM as its starting point. It combines the documented project capabilities with practical suggestions for planning and reviewing your own work. The suggestions below are guidance, not a claim that the application automates every step.
Start with a concrete task
Clean column headings and review a small sample before importing. Map fields deliberately and inspect validation results before confirming the batch.
What the project provides
Import up to 200 contact or company rows per file. Map columns, preview validation and skip duplicates before an atomic confirmed import.
Review the result before moving on
The documented import limit is 200 rows per file. Split larger datasets into reviewed batches and investigate skipped duplicates instead of assuming every row was added.
Access and setup
Use admin / admin to explore an isolated one-hour demo with fictional records. For persistent business data, create your own email/password account. Owners can generate seven-day invitation links for teammates with matching account emails. Email recovery and verification, online payment links and AI writing require dedicated providers to be configured later.
Common questions
Where can I find the current project details?
Read the CoreBiz IT Services & CRM project page for its documented features, access notes and live application link.
Does this guide describe an automated workflow?
Only the capabilities explicitly described in the project section are product features. Planning and review suggestions may need to be performed manually.
Your next step
To explore a similar experience for your own audience, review our related service. Start the discussion with a concrete user task and the information needed to complete it.