Switching
No retyping. Your spreadsheet, your MiniCRM account and your Asana and Trello boards come straight over, and nothing changes in your old system along the way. If you get stuck, we’ll help.
Where you’re coming from
The Import manager turns a CSV file or a Google Sheet into contacts and deals in the pipeline you choose, in one pass. For Excel files, drag them into the Gammatica AI chat.
Connect with your system ID and API key, and your whole database comes over. Nothing changes in your MiniCRM account: the import is read-only.
Projects and tasks (title, description, due date, done status) come over with their comments. For each project you decide: new project, existing project, pipeline or skip.
Connect Gmail or Outlook: senders of incoming emails become contacts automatically, and each email lands on the contact’s timeline. Older addresses you collect in a CSV and bring in at once.
Step by step
For a spreadsheet, that’s a save as CSV. For MiniCRM, Asana and Trello there’s nothing to export: a key from your own account is enough.
The importer recognizes common headers (name, email, phone, company, tax ID, address) on its own. Any column without a home gets flagged, and one click turns it into a custom field.
You get an exact receipt at the end: how many new contacts, how many updated, what was skipped. If an email address already exists, it doesn’t become a second contact.
A rerun of the MiniCRM, Asana or Trello sync picks up where it left off and updates instead of duplicating. A Google Sheet source refreshes on its own every 15 minutes.
If you have thousands of rows, or you’re not sure which field goes where, email [email protected] and we’ll look at it with you.
Questions
It depends on how much data you have, so we won’t promise you a number of minutes. A CSV import is a single pass. The MiniCRM, Asana and Trello syncs work in capped batches (MiniCRM: 200 contacts, 200 records and 500 tasks per run; Asana: 100 projects; Trello: 100 boards), and a rerun continues where the last one stopped.
No. The MiniCRM, Asana and Trello imports are read-only and change nothing at the source. You provide the key from your own account; we store it encrypted, and the interface only shows its first few characters.
You shouldn’t. If an email address already exists, the Import manager doesn’t create a new contact, but the deal is still added to the target pipeline. The AI chat recognizes existing records by email, phone number, or name plus company, and its receipt tells you what it skipped.
Yes — drag it into the Gammatica AI chat: “import the attached Excel into the Sales pipeline.” It first shows you a card with what it’s about to do, and only runs after you approve. Rows always come from the file; the AI never makes up contacts. The Import manager takes CSV files and Google Sheets.
The MiniCRM, Asana and Trello imports are silent: they don’t trigger automations, so nobody gets a welcome email by accident because you moved.
It takes admin rights. You start the import right inside Sales or the project — where the data will live — not from Settings.
Yes. For a large migration, email [email protected] and our team will help you personally.
Either you write tonight’s proposal — or Gammatica AI does. Don’t wait for your competitor to decide first.
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