# Bring your client list — we'll geocode it.

> Import clients from CSV/XLSX with automatic geocoding, column mapping, de-duplication and a dry-run preview. Onboard your whole book in minutes.

*Source: https://salesfleet.ai/features/import · Language: en*

*CRM & data*

Upload a CSV or Excel file, map the columns once, and SalesFleet geocodes every address to house-number precision. Smart de-duplication, a dry-run preview and a clean undo mean you import with confidence.

## What CSV / XLSX Import gives you
- **Precise geocoding** — Addresses resolve to house-number accuracy for tight routing.
- **Dry-run preview** — See exactly what will be created or matched before you commit.
- **Smart de-dupe** — Fuzzy name + spatial matching avoids duplicate clients.
- **Maps everything** — Contacts, tags, custom fields, lat/lng and tasks all map across.

## Up and running in three steps
1. **Upload** — Drag in a CSV or XLSX file.
2. **Map columns** — Match your headers to fields; preview samples.
3. **Import** — Geocode and create, with a clean undo if needed.

## CSV / XLSX Import, answered
### What if my file has duplicate clients?
A fuzzy matcher (name similarity plus spatial proximity) merges likely duplicates instead of creating new rows.

### Can I undo an import?
Yes — imports support a deterministic undo so a bad file is easy to roll back.

## Related features
- [Built-in CRM](https://salesfleet.ai/features/crm.md): The book that plans itself
- [Custom Fields](https://salesfleet.ai/features/custom-fields.md): Your data, your shape
- [Plan Wizard](https://salesfleet.ai/features/plan-wizard.md): From client list to optimized week

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SalesFleet · HTML: https://salesfleet.ai/features/import · AI site map: https://salesfleet.ai/llms.txt