Data Importing
Can I import contacts from a CSV or Excel file?
Yes! Corcava supports bulk contact import from CSV and Excel files. The import process includes intelligent field mapping where you can map your file columns to Corcava contact fields, data validation to catch errors, and comprehensive logging. You can also import data from Pipedrive including contacts, organizations, and deals.
Can I export data to Excel?
Yes! All reports can be exported to Excel with one click. This includes time tracking data, financial reports, project metrics, team performance reports, and more. Excel exports allow you to perform additional analysis, share data with stakeholders, and archive reports.
Can I export all my data from Corcava?
Yes, you can export data from Corcava including contact export functionality, Excel export for all reports, and upcoming comprehensive data export tools as part of GDPR compliance (December 2025). This ensures you maintain ownership and control of your business data.