All use cases Example scenario — not a customer story

Example: moving an agency spreadsheet into Ledrix without mixing brands

This walkthrough demonstrates the admin historical import: map headers, preview, commit. It is not a claim that messy sheets clean themselves. Ledrix does not invent missing IDs.

See this workflow in Ledrix Explore the sandbox

Admin migrating off Excel or Google Sheets

Scenario setup

Consider an agency with a master sheet: name, phone, brand, closer, amount. Rows for two client brands share one file. The admin wants those contacts in Ledrix on the right brand before closers log in.

Import preview: mapped columns, unmatched brand highlighted, commit disabled until fixed.

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Step 1 — Clean the sheet first

Export CSV. Fix empty brand names and duplicate headers before upload. Ledrix maps columns; it does not repair garbage rows by itself.

Your export, then upload
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Step 2 — Admin historical import

Import is admin-only. Closers do not upload the agency sheet. Map headers to lead, order, payment-link, and payment fields. Save the map for the next file.

CSV column mapping
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Step 3 — Brand: one at a time, or a brand column

Import one brand, or map a brand_name column on plans that allow multi-brand sheets. Unmatched brand names show in preview — they are not silently dumped into a default LLC.

Single-brand or multi-brand sheets (plan-based)
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Step 4 — Preview, then commit

See duplicates, unmatched brands, and what will be created. Choose merge, skip, or create-new. Commit, or roll back the batch. Row and monthly limits follow the subscription. Basic is a single-brand starter.

Preview before commit
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Step 5 — Closers pick up assigned records

If the sheet has a closer, map it. If not, assign after import. Sellers still only see their book. Nothing on the row is invented — missing payment IDs stay missing.

Assigned seller panel after import

Related product pages

Commercial pages own the buy query. This walkthrough shows configuration.

Assigned book, not a shared pile Keep each brand’s book apart All CRM capabilities

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Questions on this example

Straight answers about how Ledrix is configured — not claimed customer results.

No. Historical import only creates records from data that is actually on the CSV.

No. Historical sales import is an admin tool.

No. CSV is a manual admin upload with mapping, preview, and duplicate handling. Automatic intake is the brand site script or API POST for new leads. Do not treat a spreadsheet upload as ongoing sync from another CRM.