Yes, when you start Catermonkey, you can easily import your existing customer data, for example from Excel, Google Sheets, or other systems. This means you don’t have to start from scratch and can get started right away with your trusted customer base.
During onboarding, the Catermonkey team will guide you through the process of importing your data correctly. You can import customer names, contact details, notes, preferences, and even labels or segmentations. Everything is clearly loaded into your account, so you can immediately start creating quotes or linking events.
Do you have a larger dataset or do you work with multiple tables or systems? No problem! We can help you with data conversion too. The goal is always the same: to get you up and running as quickly as possible, without any loss of information or structure.
