Grovia + Excel & CSV import

Start with the data you already have in spreadsheets.

What it does

  • Import clients, vendors, products, leads, tasks and employees.
  • Excel or CSV, with a template for each.
  • A preview with problems flagged before anything is saved.

How to set it up

  1. In Grovia, open Bulk Import.
  2. Choose what you are importing and download the template if you need one.
  3. Upload, check the preview, and import.

Good to know

  • Use the column names from the template (Excel or CSV) so each column is matched.
  • A one-time import, not a live sync.

Frequently asked questions

Can I import my clients from Excel?

Yes. Use Bulk Import with an Excel or CSV file; you see a preview before anything is saved.