Workspace & people · 4 min read

Import leads, clients and employees from CSV

Bring existing records in with validation that tells you what to fix.
Import leads, clients and employees from CSV — the real product, on its own artwork
Import leads, clients and employees from CSV — real screen of the product on a laptop

1What you can import

Workspace → Import data brings leads, clients and employees in from CSV files — the fastest way to start with real records instead of an empty system.

2How it works

  • Choose what you are importing and download the template
  • Fill it in your spreadsheet and save as CSV
  • Upload it — every row is validated before anything is saved
  • Fix the rows the importer lists, then import the rest

3Safe by design

Imports never trigger workflows, so bringing in existing records will not flood anyone with notifications. Each import is recorded in the audit log.

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FAQs

Questions, answered.

Still deciding? These are the things people ask before they start.

Will my team and clients see SelfRun's brand?

No. Your logo, name, colours, domain, emails and apps carry your company's identity. SelfRun stays in the background.

Can I have my own mobile and desktop apps?

Yes. The platform generates your installable app, Android and iOS apps and Windows, macOS and Linux desktop apps from your branding. For the stores you sign the Android and iOS projects with your own developer accounts.

Can I use more than one website theme?

Yes. The theme library lets you preview, activate and customise themes — colours, fonts and components — and switch whenever you like.

Do push notifications come from my company?

Yes. Push notifications reach your team and your website visitors in your name, on the devices where they have allowed them.

What can I ask the AI?

Anything about your business data in plain language — for example overdue invoices, leads by source, who is on leave or which projects are late. It answers with text, a table or a chart and shows how it calculated the answer.

All FAQs