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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.

Features Deals and sales

Contacts and companies

One page per person with all their channels, tags, custom fields, language and history, companies with their people, and merging duplicates.

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);…

Features API and integrations

REST API and MCP server

Tokens with your permissions, a REST API for tasks and syncing, and an MCP server through which Claude Code or another AI agent works with contacts, deals, conversations and funnels.

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…

Features Your data

Your data is yours

A separate database for every business, Excel export and import without duplicates, and daily encrypted copies of all your data in your own storage.

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…

Features AI assistant

An AI assistant inside the CRM

An assistant built on Claude finds, sums up and changes CRM data with your permissions, and you see and approve every change before it happens.