Feebeaver
Customers and budgets

Import customers from CSV or Excel

Bring your client list into Feebeaver in four steps: upload, map columns, review, import.

Steps

  1. Upload the file

    From Customers choose Import and upload a CSV or Excel file with one row per contact or organization.

  2. Map the columns

    Match your columns to Feebeaver's fields: organization, contact name, email, phone, address.

  3. Review

    Check the preview. Rows with problems, such as a missing organization name, are flagged so you can fix them before import.

  4. Import

    Confirm. Organizations and contacts are created, and each customer's page shows its proposal history as you send proposals.

Organizations and contacts

A customer is an organization with one or more contacts. Proposals are addressed to an organization and sent to contacts. Search finds either.

Not a CRM

Customers holds who you propose to and what you sent them. It does not track pipeline stages, tasks or emails, on purpose.

Still stuck? Email support@feebeaver.com. Professional plans get a reply within 1 business day; Firm plans get priority support.

Frequently asked questions

Can we import again later?

Yes. Use the review step to check for duplicates before confirming.

Does Feebeaver sync with our CRM?

Not yet. Integrations are on the 2027 roadmap.