Free · No signup
CRM Migration CSV Template
Download a clean CSV structure for contacts, companies, deals, owners, consent, and next actions.
Your inputs stay on this device.This tool runs in your browser. Northstar Select does not receive the values you enter.
CSV · 20 columns
Start with a structured migration file
The template separates contact, company, and deal identifiers while preserving ownership, next actions, source, and consent context.
Columns included
| Object | Key fields |
|---|---|
| Contact | ID, name, email, phone |
| Company | ID, name, domain |
| Deal | ID, name, stage, value, currency, close date |
| Operations | Owner, next action, source, consent, notes |
This is a vendor-neutral planning template. Check the target CRM’s required fields, supported date formats, file limits, associations, and import instructions before uploading.