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Docs Data

Export, import and backups

How to export contacts, companies and deals to Excel, import them back without duplicates, and keep a daily copy of all your data in your own storage.

Docs Data · Export, import and backups

Import

An import without surprises Pick the data and file On the "Експорт та імпорт" page, the Import section: contacts, companies or deals, a CSV or Excel file with a header row, up to 20 MB.…

Docs Automation · Customer languages

The contact's language

The language is shown on the contact page and next to the name in a chat. It comes from: the person's own choice in a bot; a manager, on the contact page; an import (the language column);…

Docs Developers · MCP server

Tools

…changed in its draft and published by a separate action. A contact import first counts new records, matches and errors, then writes.

Docs Sales · Contacts and companies

Custom fields

…→ Fields → New field. Choose what the field is for: contacts, companies, deals or tasks. The key is Latin (city, birthday): funnels, imports and the API find the field by it. The key cannot…

Docs Automation · AI assistant

What it can do

find contacts, conversations, deals and tasks and sum up what is going on with them; reply to a customer in a messenger, create or move a deal, change a contact, set a task; build or change…

Docs Automation · AI assistant

Files

…processes it in its isolated sandbox. This is how you import contacts from Excel or another CRM's export: the assistant first shows how many are new, matched or invalid.

Docs Getting started · Modules

Core and modules

Bordee is a core plus modules. The core is always there: contacts, companies, tags, custom fields, the comment timeline, staff, roles, access rules, the media library, export, import and…

Docs Team · Team and roles

Permissions

Area Example permissions Contacts See own and unowned; see all; add and change, merge; manage tags Conversations See own and unassigned and reply; see all; assign to others; manage quick…