Data Import
Viewing as: Management

Data Import

Upload an Excel workbook to import mock CRM data into the database.

Warning: Do not upload real client data to demo/staging unless authorised.

Upload Excel Workbook

Clear Existing Mock Data

Truncate all CRM mock tables. This will not affect migrations or application configuration.

Switch Access View

Management
Full access — all BUs, consultants, clients
Business Leader
View your business unit data
Consultant
View only your own clients and data