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Dragonfly CRM

Import companies, contacts and deals. Sign in with your organization's Microsoft account.

Dragonfly CRM

Your account can read the CRM but not change it, so this page is closed to you.

Ask your administrator to assign to your account on the Dragonfly CRM application. Sign out and back in afterwards: a new role only arrives with a new sign-in.

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Import companies, contacts and deals

One row per company, contact or deal. Rows that match a record you already have update it; the rest are added. Nothing is deleted, a blank cell never clears anything, and nothing is written until you have read the preview and clicked Import.

Paste notes, an email signature, a list or a spreadsheet's rows, and the form below is filled in for you to check and edit. Nothing is written until you click Import. What you paste leaves your tenant for the duration of the request, together with the instructions the AI is given, which name this CRM's deal stages, sources and lost reasons. No company, contact or deal already in your CRM is sent. It goes to an AI service Dragonfly runs in Azure. Strip credentials and anything you would not send by email before pasting.

Download the template, fill in its Companies, Contacts and Deals sheets (the drop-downs hold this CRM's own lists), then choose the file here. Its rows are added to the form below, for you to check before anything is written. The file is read in this browser tab and is not uploaded anywhere.

✨ Filled by AI · check each row before you import

Companies

Matched to a company you already have by domain, then by name. Contacts and deals below can name these companies.

Name requiredDomainMoreRemove

Contacts

Matched by email. A contact with no email is always added as new. The company must be one you already have or one listed above.

First nameLast nameEmailCompanyMoreRemove

Deals

Matched by deal number when you give one (under More), otherwise by name and company. The contact is found by email. A new deal gets the next deal number when it is imported.

Deal name requiredCompanyContact emailStageValueExpected closeMoreRemove
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Advanced · manifest JSON (Dragonfly staff)

What the form produces, as JSON. Paste or choose a manifest and load it into the form; Check shows the JSON the form will import.