PEAK
TCS
Data Import Tool
Sign In
PEAK
TCS
Data Import Tool
← CRM
Sign Out
CRM Data Import
Upload CSV files to bulk-import clients and employees. Download the templates below to get started.
Step 1 — Import Clients
⇓ Download Client Template
Required & Optional Columns
name *
contactName
contactEmail
contactPhone
industry
workState
accountNumber
billingAddress
notes
* Required. Column order doesn't matter — headers are matched by name. workState defaults to GA if blank.
🗐
Drop Client CSV Here
or click to browse
Import Clients to CRM
Clear
Step 2 — Import Employees
⇓ Download Employee Template
Required & Optional Columns
name *
clientName *
role *
ssn
shift
billRate
payRate
startDate
workState
phone
email
notes
* Required. clientName must match an existing client exactly (import clients first). Employee codes and PINs are auto-generated. workState defaults to GA if blank.
👤
Drop Employee CSV Here
or click to browse
Import Employees to CRM
Clear