Excel CRM Sync

A Django web app that imports messy spreadsheet data, validates and cleans customer records (emails, phone numbers, duplicates), and exports CRM/invoicing-ready CSVs — eliminating manual data re-entry for small businesses.

Live demo: https://excel-crm-sync.onrender.com

Features

• Upload .xlsx/.xls files and preview detected columns
• Map spreadsheet columns to customer fields (name, email, phone, company, amount due)
• Validate and clean invalid emails/phone numbers, with warnings for cleaned data
• Prevent duplicates via email-based upsert (re-imports update existing records)
• Export cleaned data as CSV formatted for Zoho CRM or QuickBooks import

Tech Stack

Django, PostgreSQL (Neon), pandas, openpyxl, deployed on Render with Gunicorn + Whitenoise

Local Setup

git clone https://github.com/strangertomycode/excel-crm-sync.git
cd excel-crm-sync
uv sync
cp .env.example .env
uv run python manage.py migrate
uv run python manage.py createsuperuser
uv run python manage.py runserver

Usage

1. Go to / and upload an Excel file
2. Map the detected columns to customer fields
3. Review import results (created/updated/warnings)
4. Go to /customers/ to view records and export as CSV