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Platform, Security & Onboarding

Self-Service Data Import

Bring customers, products and waitlists in from CSV or Excel with column mapping, validation and de-duplication.

Bring your existing customers, products and waitlists in from CSV or Excel: upload a sheet, map columns to fields, and the importer validates, normalizes, de-duplicates and reports bad rows before creating anything, with big files processed in the background. It removes the biggest barrier to switching CRMs — getting your data in — and makes onboarding fast.

Ready to see Lychee on your floor?

Book a walkthrough and we’ll map it to how your team actually sells.

Book a Demo