Already have a client list? We bring it in for you.
No stress. Switching software does not mean retyping everything.
You send us your file, we put your clients, buildings and units into Atlas, and you start with your base already in place.
- Excel or CSV
- Accepted formats
- Clients, buildings, units
- What we bring in
- Never overwritten
- Your existing data
- Already filled by country
- The product catalogue
How it works
Export your list
From your old software, as Excel or CSV. A plain spreadsheet works too.
Send us the file
By email, telling us which account to load it into. We handle the rest.
We show you a preview
We tell you exactly what will be created, client by client, before writing anything.
Your base is ready
Your clients, buildings and units are in Atlas, no duplicates, nothing overwritten.
Columns to prepare
Order does not matter, we recognize your columns by their name. Missing a column? No problem, we take what is there.
- Client name
- Novacycle Management
- Type
- manager, individual, restaurant…
- Phone
- 514 555 0100
- contact@client.com
- Building
- Saint-Denis building
- Address
- 4520 Saint-Denis St
- City
- Montreal
- Postal code
- H2J 2L1
- Unit
- 101, 4B, basement…
- Notes
- Access through the caretaker
Ready to switch without retyping?
Create your account, send us your file, and your base will be in place before your first job.
Already have an account? Email us your file at contact@atlaswork.business.
Atlas