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Excel to EMOROCO CRM Lite Migration Guide — Complete Steps to Import Existing Excel Lists and Get It Up and Running in the First 30 Days
Hello, this is Matsubara, CRM Evangelist.
"I'm thinking of migrating from Excel to CRM, but I don't know what to do with the current Excel data."
This single statement has caused a great many companies to halt their transition.
The answer is clear. EMOROCO CRM Lite officially supports Excel import. Simply save your current Excel list in CSV format and import it into EMOROCO. There's no need to discard existing data. "Without rejecting Excel, a natural transition from Excel to CRM"—this is the design philosophy clearly stated in version 2.0 of EMOROCO.
This article provides a complete, practical explanation of the specific steps for importing Excel lists into EMOROCO, as well as a roadmap for getting it to function as a CRM within the first 30 days after importing.
The overall picture before the transition – thinking in "three phases"
The migration from Excel to EMOROCO proceeds in three phases.
[Three Phases of Migrating from Excel to EMOROCO]
Phase 1 "Preparation" (Transition Days 1-3):
- Inventory and cleansing of Excel data
- EMOROCO's field design (creating the receiving area first)
- Convert to CSV and test import
Phase 2 "Transition" (Transition Days 3-7):
- Execute production import
- Data verification and correction
Start by running the first 5 fields.
Phase 3 "Integration" (Transition Days 7-30):
- Set up the initial workflow
- Set emotional temperature for all items.
- Start weekly SoI-PDCA meetings.
Switch Excel to "Sub" and EMOROCO to "Main".
→ The goal is to complete these three phases in 30 days.
Don't aim for perfection. The goal in 30 days is simply to be "in a state of motion."
Phase 1 "Preparation" (Transition Days 1-3):
- Inventory and cleansing of Excel data
- EMOROCO's field design (creating the receiving area first)
- Convert to CSV and test import
Phase 2 "Transition" (Transition Days 3-7):
- Execute production import
- Data verification and correction
Start by running the first 5 fields.
Phase 3 "Integration" (Transition Days 7-30):
- Set up the initial workflow
- Set emotional temperature for all items.
- Start weekly SoI-PDCA meetings.
Switch Excel to "Sub" and EMOROCO to "Main".
→ The goal is to complete these three phases in 30 days.
Don't aim for perfection. The goal in 30 days is simply to be "in a state of motion."
Phase 1 "Preparation" - Inventory of Excel data and field design
STEP 1: Inventory your current Excel files—sort out what to migrate and what not to migrate.
Many companies' Excel spreadsheets contain a mix of "clean data" and "data that doesn't need to be migrated." Let's start by sorting the data.
[Excel Inventory Sorting Rules]
Transition (List A):
✅ Current clients and prospective clients
✅ Customers who have been in contact within the past two years
✅ Customers and leads that require ongoing follow-up
→ This list will become EMOROCO's "core assets".
Do not migrate (List B):
❌ Customers with whom we have not had contact for more than 3 years
❌ Customers whose contact information is unknown or whose emails are undeliverable.
❌ Companies that have already been confirmed to have ceased operations or gone bankrupt.
→ Store the B list in a separate file and do not include it in EMOROCO.
The golden rule for successful adoption is "Don't let your CRM become a trash can."
Add after migration (C list):
🔄 All past transaction history (not migrated initially, will be added later as needed)
🔄 Detailed past contact records (to be entered later as narrative)
→ Prioritize "getting started" over a perfect transition.
Transition (List A):
✅ Current clients and prospective clients
✅ Customers who have been in contact within the past two years
✅ Customers and leads that require ongoing follow-up
→ This list will become EMOROCO's "core assets".
Do not migrate (List B):
❌ Customers with whom we have not had contact for more than 3 years
❌ Customers whose contact information is unknown or whose emails are undeliverable.
❌ Companies that have already been confirmed to have ceased operations or gone bankrupt.
→ Store the B list in a separate file and do not include it in EMOROCO.
The golden rule for successful adoption is "Don't let your CRM become a trash can."
Add after migration (C list):
🔄 All past transaction history (not migrated initially, will be added later as needed)
🔄 Detailed past contact records (to be entered later as narrative)
→ Prioritize "getting started" over a perfect transition.
Common problems and solutions for "Excel files that cannot be migrated"
Problem 1: "A single cell contains multiple pieces of information."
Example: "Manager Tanaka (045-XXXX・tanaka@example.com)" in one cell
Solution: Split manually. If there are many items, use Excel's "Text to Columns" function.
Problem ②: "There are inconsistencies in spelling":
Examples: "ABC Corporation", "(株)ABC", and "ABC Corporation" are all mixed together.
Solution: Unify the data before importing. Use Excel's "Find and Replace" function to make batch corrections.
Problem 3: "There are blank rows and merged cells"
Examples: Blank row below the title row, merged cells spanning multiple rows.
Solution: Delete blank rows, unmerge cells, and then save.
Problem 4: "The date format is inconsistent."
Examples: "2024/3/5", "March 5, 2024", and "R6.3.5" are mixed together.
Solution: Standardize everything to YYYY/MM/DD format.
Problem 1: "A single cell contains multiple pieces of information."
Example: "Manager Tanaka (045-XXXX・tanaka@example.com)" in one cell
Solution: Split manually. If there are many items, use Excel's "Text to Columns" function.
Problem ②: "There are inconsistencies in spelling":
Examples: "ABC Corporation", "(株)ABC", and "ABC Corporation" are all mixed together.
Solution: Unify the data before importing. Use Excel's "Find and Replace" function to make batch corrections.
Problem 3: "There are blank rows and merged cells"
Examples: Blank row below the title row, merged cells spanning multiple rows.
Solution: Delete blank rows, unmerge cells, and then save.
Problem 4: "The date format is inconsistent."
Examples: "2024/3/5", "March 5, 2024", and "R6.3.5" are mixed together.
Solution: Standardize everything to YYYY/MM/DD format.
STEP 2: EMOROCO's Field Design – "Create the Receiving Surface First"
Before importing, design the fields you want to create in EMOROCO. By creating fields in EMOROCO that correspond to Excel columns, the data will be accurately linked.
[The "First 5 Fields Only" Principle for Field Design]
We will limit the number of fields created at the beginning of the migration to five:
① Company name (text)
② Name of person in charge (text)
③ Phone number (text)
④ Email address (email type)
⑤ Person in charge (user type)
"You don't need to turn every column in Excel into a field."
Excel has many columns that are "saved for future use."
If prioritizing the adoption of CRM, start by creating only 5 fields.
We add fields when people on-site say, "It would be convenient to have this field."
→ Designed in accordance with the "5-field principle" of CRM 4.0
Fields you must add in EMOROCO (fields not present in Excel):
⑥ Emotional Temperature (Selection: Hot/Warm/Cool/Cold)
← This is the field that makes EMOROCO fundamentally different from Excel.
⑦ Last contact date (date format)
⑧ Next action details (text)
⑨ Next action due date (date type)
⑩ Today's quick memo (text)
→ Fields ⑥ through ⑩ were not present in Excel.
The moment you add these, Excel becomes a CRM.
We will limit the number of fields created at the beginning of the migration to five:
① Company name (text)
② Name of person in charge (text)
③ Phone number (text)
④ Email address (email type)
⑤ Person in charge (user type)
"You don't need to turn every column in Excel into a field."
Excel has many columns that are "saved for future use."
If prioritizing the adoption of CRM, start by creating only 5 fields.
We add fields when people on-site say, "It would be convenient to have this field."
→ Designed in accordance with the "5-field principle" of CRM 4.0
Fields you must add in EMOROCO (fields not present in Excel):
⑥ Emotional Temperature (Selection: Hot/Warm/Cool/Cold)
← This is the field that makes EMOROCO fundamentally different from Excel.
⑦ Last contact date (date format)
⑧ Next action details (text)
⑨ Next action due date (date type)
⑩ Today's quick memo (text)
→ Fields ⑥ through ⑩ were not present in Excel.
The moment you add these, Excel becomes a CRM.
STEP 3: Converting to CSV – How to create an import file
[Steps to convert Excel to CSV]
STEP 3-1: Check the sheet to be imported.
Prepare a sheet that contains only the items to be migrated (List A).
If there are multiple sheets, convert each sheet to a CSV file one by one.
STEP 3-2: Check the header row
Check that the first row contains the column names (headers).
Example: Column A: Company Name, Column B: Contact Person's Name, Column C: Phone Number...
Header row naming rules:
Japanese is also acceptable (EMOROCO supports multibyte characters).
- Make sure it exactly matches the field name in EMOROCO
Linking during import becomes easier.
STEP 3-3: Save in CSV format
"File" → "Save As"
Select "CSV (Comma delimited) (*.csv)" as the file format.
File name: "Customer List_For Import_YYYYMMDD.csv"
STEP 3-4: Check the character encoding
CSV files created on Windows are often in Shift-JIS encoding.
If EMOROCO import specifies UTF-8
Convert it to UTF-8 and save it using a text editor like Notepad.
(Select "Save As" → "Encoding: UTF-8")
STEP 3-5: Create a small CSV file for testing.
Before the actual import, create a CSV file with only 10 entries to test it.
This prevents the risk of failure when importing all records.
STEP 3-1: Check the sheet to be imported.
Prepare a sheet that contains only the items to be migrated (List A).
If there are multiple sheets, convert each sheet to a CSV file one by one.
STEP 3-2: Check the header row
Check that the first row contains the column names (headers).
Example: Column A: Company Name, Column B: Contact Person's Name, Column C: Phone Number...
Header row naming rules:
Japanese is also acceptable (EMOROCO supports multibyte characters).
- Make sure it exactly matches the field name in EMOROCO
Linking during import becomes easier.
STEP 3-3: Save in CSV format
"File" → "Save As"
Select "CSV (Comma delimited) (*.csv)" as the file format.
File name: "Customer List_For Import_YYYYMMDD.csv"
STEP 3-4: Check the character encoding
CSV files created on Windows are often in Shift-JIS encoding.
If EMOROCO import specifies UTF-8
Convert it to UTF-8 and save it using a text editor like Notepad.
(Select "Save As" → "Encoding: UTF-8")
STEP 3-5: Create a small CSV file for testing.
Before the actual import, create a CSV file with only 10 entries to test it.
This prevents the risk of failure when importing all records.
Phase 2 "Migration" - Import execution and data verification
STEP 4: Test Import — "Confirm functionality with 10 items"
[EMOROCO Import Procedure (Overview)]
STEP 4-1: Open the import function from the administration screen.
Go to the EMOROCO administration screen → "Data Management" → Select "Import".
STEP 4-2: Select the entity to import into.
Select the "Customer" entity.
(If it's a list of requests for information, select the "Lead" entity.)
STEP 4-3: Upload the CSV file
Upload a CSV file containing 10 test entries.
STEP 4-4: Set up field mapping
This links the column names in the CSV file with the field names in EMOROCO.
Example: CSV column "Company Name" → EMOROCO field "Customer Name"
Note: You don't need to force all columns to be linked.
Link only the fields to be migrated.
Select "Do not import" for the remaining items.
STEP 4-5: Perform the import and check the results.
Verify that the 10 data entries are registered correctly.
- Are the company name, contact person's name, and contact information correct?
- Check if there are any character encoding issues.
- Check if what was originally one item has been converted into multiple records.
(Checking for duplicate imports)
STEP 4-6: Fix any problems.
Garbled characters → Check the character encoding and correct the CSV file.
Field linking error → Correct the linking settings.
Duplicates → Organize the source data in the CSV file.
STEP 4-1: Open the import function from the administration screen.
Go to the EMOROCO administration screen → "Data Management" → Select "Import".
STEP 4-2: Select the entity to import into.
Select the "Customer" entity.
(If it's a list of requests for information, select the "Lead" entity.)
STEP 4-3: Upload the CSV file
Upload a CSV file containing 10 test entries.
STEP 4-4: Set up field mapping
This links the column names in the CSV file with the field names in EMOROCO.
Example: CSV column "Company Name" → EMOROCO field "Customer Name"
Note: You don't need to force all columns to be linked.
Link only the fields to be migrated.
Select "Do not import" for the remaining items.
STEP 4-5: Perform the import and check the results.
Verify that the 10 data entries are registered correctly.
- Are the company name, contact person's name, and contact information correct?
- Check if there are any character encoding issues.
- Check if what was originally one item has been converted into multiple records.
(Checking for duplicate imports)
STEP 4-6: Fix any problems.
Garbled characters → Check the character encoding and correct the CSV file.
Field linking error → Correct the linking settings.
Duplicates → Organize the source data in the CSV file.
STEP 5: Production Import - Import All Records
[Checklist for Production Import]
Check before importing:
□ Confirmed that there were no problems with the test import.
□ The character encoding of the CSV file is correct.
□ The first row of the CSV file is the header row.
□ Blank rows and merged cells have been removed.
□ The date format is standardized.
□ Only List A (customers to be migrated) is being imported.
Import execution:
Upload all CSV files and run the process using the same procedure as in STEP 4.
Post-import verification (must be done on the same day):
□ Does the number of imports match the expected value?
□ Sample 10 items randomly to check if the data is accurate.
□ Check if there are any duplicate records.
□ Are special characters (e.g., "株式会社", "(株)", symbols) displayed correctly?
Handling duplicate records:
Using EMOROCO's "Duplicate Detection Function"
Detect and merge duplicates based on company name and email address.
If you want to run the import again from scratch,
Delete all records and start over.
Check before importing:
□ Confirmed that there were no problems with the test import.
□ The character encoding of the CSV file is correct.
□ The first row of the CSV file is the header row.
□ Blank rows and merged cells have been removed.
□ The date format is standardized.
□ Only List A (customers to be migrated) is being imported.
Import execution:
Upload all CSV files and run the process using the same procedure as in STEP 4.
Post-import verification (must be done on the same day):
□ Does the number of imports match the expected value?
□ Sample 10 items randomly to check if the data is accurate.
□ Check if there are any duplicate records.
□ Are special characters (e.g., "株式会社", "(株)", symbols) displayed correctly?
Handling duplicate records:
Using EMOROCO's "Duplicate Detection Function"
Detect and merge duplicates based on company name and email address.
If you want to run the import again from scratch,
Delete all records and start over.
Phase 3 "Establishment" – Turning the CRM into a "living system" in the 30 days after the transition.
Once the import is complete, EMOROCO is nothing more than a "database containing data." The task for the next 30 days after the migration is to transform it into a "living CRM."
Days 7-14: Simultaneous setting of emotional temperature levels—the initial "assessment of the current situation"
[First thing to do after the transition: Simultaneous setting of emotional temperature levels]
Why set the emotional temperature first:
Until you set the emotional temperature, EMOROCO is nothing more than a "customer list," just like in Excel.
The moment you set your emotional temperature, you'll see "who you should contact this week."
This is the first step that makes EMOROCO fundamentally different from Excel.
manner:
Open each customer record one by one.
Choose intuitively based on "the current state of your relationship with this customer."
• Hot: They've been actively contacting me recently; the relationship is very good.
・Warm: Regular business relationship
- Cool: They've been contacting you less recently, and the relationship is fading.
・Cold: No contact for over a year / Weak relationship
Duration:
For 50 companies, it would take approximately 2 hours.
For 100 companies, it would take approximately 4 hours.
→ All staff members will divide the work and complete it in one day.
What can we learn from the initial setup results?
"Cool + Cold accounted for over 40% of the total."
→ 4% of customers had a strained relationship with the company without the customer even realizing it.
→ I've identified a list of clients that need attention this week.
This "experience of discovery" sparks the staff's interest in EMOROCO.
The key to its retention is the feeling that "things are starting to become clear" rather than "it's being forced to input information."
Why set the emotional temperature first:
Until you set the emotional temperature, EMOROCO is nothing more than a "customer list," just like in Excel.
The moment you set your emotional temperature, you'll see "who you should contact this week."
This is the first step that makes EMOROCO fundamentally different from Excel.
manner:
Open each customer record one by one.
Choose intuitively based on "the current state of your relationship with this customer."
• Hot: They've been actively contacting me recently; the relationship is very good.
・Warm: Regular business relationship
- Cool: They've been contacting you less recently, and the relationship is fading.
・Cold: No contact for over a year / Weak relationship
Duration:
For 50 companies, it would take approximately 2 hours.
For 100 companies, it would take approximately 4 hours.
→ All staff members will divide the work and complete it in one day.
What can we learn from the initial setup results?
"Cool + Cold accounted for over 40% of the total."
→ 4% of customers had a strained relationship with the company without the customer even realizing it.
→ I've identified a list of clients that need attention this week.
This "experience of discovery" sparks the staff's interest in EMOROCO.
The key to its retention is the feeling that "things are starting to become clear" rather than "it's being forced to input information."
Days 7-14: Set up only one initial workflow.
[Workflow to set up first after migration (only one)]
Recommended workflow:
"When the emotional temperature changes to a cool one" →
"Automatically generate follow-up contact tasks this week."
Why this one?
- The simplest setup (one condition, one action)
- The effect is most easily understood (the experience of "tasks appearing automatically").
The most important workflow to prevent "missed follow-ups," the biggest obstacle to CRM adoption.
Setup procedure (overview):
Admin panel → "Workflow" → "Create New"
Trigger: "When the emotional temperature field is changed to 'cool'"
Action: "Create a task"
Task details: "Mr./Ms. XX's emotional state has deteriorated - please follow up and make contact this week."
Person in charge: "The person in charge of this record"
What changes with this one workflow:
The moment the person in charge coolly updated their emotional temperature,
A task is automatically generated that says, "Follow up and make contact this week."
When you open the dashboard, the "customers you should act on this week" are automatically listed.
The moment a reason to look at the CRM is created, adoption begins.
Recommended workflow:
"When the emotional temperature changes to a cool one" →
"Automatically generate follow-up contact tasks this week."
Why this one?
- The simplest setup (one condition, one action)
- The effect is most easily understood (the experience of "tasks appearing automatically").
The most important workflow to prevent "missed follow-ups," the biggest obstacle to CRM adoption.
Setup procedure (overview):
Admin panel → "Workflow" → "Create New"
Trigger: "When the emotional temperature field is changed to 'cool'"
Action: "Create a task"
Task details: "Mr./Ms. XX's emotional state has deteriorated - please follow up and make contact this week."
Person in charge: "The person in charge of this record"
What changes with this one workflow:
The moment the person in charge coolly updated their emotional temperature,
A task is automatically generated that says, "Follow up and make contact this week."
When you open the dashboard, the "customers you should act on this week" are automatically listed.
The moment a reason to look at the CRM is created, adoption begins.
Days 14-21: Begin weekly SoI-PDCA meetings.
[First SoI-PDCA meeting after the transition (every Monday, 15 minutes)]
Start from Week 2 (the second week after the transition):
Once the simultaneous setting of emotional temperature and the setup of one workflow are complete,
We will begin our weekly review meetings.
Week 2 Meeting Agenda (First Meeting, 15 minutes):
① Check the distribution of emotional temperature (5 minutes):
"How many companies are listed as 'Cool' or below? Has it increased or decreased compared to last week?"
② Identify clients who need attention this week (5 minutes):
"Emotional temperature below cool × Check with everyone for clients who have tasks assigned this week."
"Declare who will act, when, and how."
③ Check input status (5 minutes):
"Of the customers you contacted this week, what percentage were able to improve their emotional connection?"
"Which customers were able to write even one line of narrative notes?"
From Week 3 onwards, create a culture of sharing "insights":
Each person will share one minute each about "What I noticed using EMOROCO this week."
Example: "Tanaka Industries' emotional temperature has returned to warm."
The follow-up phone call worked."
→ This sharing spreads the "experience of being saved by inputting information" to the team.
The fastest way to establish a connection.
Start from Week 2 (the second week after the transition):
Once the simultaneous setting of emotional temperature and the setup of one workflow are complete,
We will begin our weekly review meetings.
Week 2 Meeting Agenda (First Meeting, 15 minutes):
① Check the distribution of emotional temperature (5 minutes):
"How many companies are listed as 'Cool' or below? Has it increased or decreased compared to last week?"
② Identify clients who need attention this week (5 minutes):
"Emotional temperature below cool × Check with everyone for clients who have tasks assigned this week."
"Declare who will act, when, and how."
③ Check input status (5 minutes):
"Of the customers you contacted this week, what percentage were able to improve their emotional connection?"
"Which customers were able to write even one line of narrative notes?"
From Week 3 onwards, create a culture of sharing "insights":
Each person will share one minute each about "What I noticed using EMOROCO this week."
Example: "Tanaka Industries' emotional temperature has returned to warm."
The follow-up phone call worked."
→ This sharing spreads the "experience of being saved by inputting information" to the team.
The fastest way to establish a connection.
Days 21-30: Decide on a "day to close Excel."
[Post-migration, most important decision: Saying goodbye to Excel]
Using both Excel and EMOROCO is the biggest obstacle to adoption:
The cost of entering data into both systems is draining for the person in charge.
I'm going back to Excel because "I'm more used to it."
Result: EMOROCO will no longer be used.
Decide on a date to close Excel within 30 days of the migration:
We will declare around day 30 of the transition that "from this day onward, Excel will be read-only."
All new information will be entered into EMOROCO.
Excel "stores records as historical records" but "does not update them."
Three steps to smoothly transition away from Excel:
STEP 1 (Days 7-14):
New contact records should only be entered into EMOROCO.
Do not update Excel.
(It's okay to leave the old information in Excel.)
STEP 2 (Days 14-21):
Record the situations in which you needed to open Excel.
Identify which data was not included in EMOROCO.
Import or manually enter any missing data into EMOROCO.
STEP 3 (Days 21-30):
The goal is to have a week where the number of times I open Excel is zero.
Once the business can run solely on EMOROCO,
Set Excel to read-only and declare "graduation".
Using both Excel and EMOROCO is the biggest obstacle to adoption:
The cost of entering data into both systems is draining for the person in charge.
I'm going back to Excel because "I'm more used to it."
Result: EMOROCO will no longer be used.
Decide on a date to close Excel within 30 days of the migration:
We will declare around day 30 of the transition that "from this day onward, Excel will be read-only."
All new information will be entered into EMOROCO.
Excel "stores records as historical records" but "does not update them."
Three steps to smoothly transition away from Excel:
STEP 1 (Days 7-14):
New contact records should only be entered into EMOROCO.
Do not update Excel.
(It's okay to leave the old information in Excel.)
STEP 2 (Days 14-21):
Record the situations in which you needed to open Excel.
Identify which data was not included in EMOROCO.
Import or manually enter any missing data into EMOROCO.
STEP 3 (Days 21-30):
The goal is to have a week where the number of times I open Excel is zero.
Once the business can run solely on EMOROCO,
Set Excel to read-only and declare "graduation".
Designed to integrate with new features in version 2.0 – to be added after the migration.
Once the basic migration is running smoothly, EMOROCO will become even more powerful by integrating it with the new features of version 2.0.
[After migration, from Month 2 onwards: Designed to integrate with new features in ver2.0]
Utilizing GIS maps (for field sales representatives):
Add an "Address" field to the imported customer record.
Customers whose address data is available will be automatically pinned on the GIS map.
The optimal order for today's sales routes will be viewable on a GIS map.
Procedure for integrating with GIS from an existing Excel file:
① Import the "Address" column from Excel into EMOROCO.
② Enable the GIS map view in EMOROCO.
③ Configure the settings to link the address field with the GIS.
→ With just this, all imported customer data
Visualized on the map
Utilizing the customer portal (if inquiries are accepted):
After importing the "inquiry history" that was managed in Excel,
Enable the customer portal function (optional).
New inquiries from now on will be registered directly in the CRM from the portal.
Past Excel data and future portal registrations will be managed in a single, unified system.
Utilizing BPF (when sales phase management is required):
If you were managing the "phases (prospect → proposal → closing)" in Excel,
Import that phase data and migrate to BPF.
EMOROCO's BPF visualizes the stage of each project.
This eliminates missed responses and the reliance on specific individuals for progress tracking.
Utilizing LINE notifications:
Once one workflow is running,
Add LINE notifications to that workflow.
The system will be designed so that a notification is sent to LINE the moment a task is created.
→ Shift from the habit of "opening CRM" to the habit of "checking LINE".
= The lowest hurdle for retention
Utilizing GIS maps (for field sales representatives):
Add an "Address" field to the imported customer record.
Customers whose address data is available will be automatically pinned on the GIS map.
The optimal order for today's sales routes will be viewable on a GIS map.
Procedure for integrating with GIS from an existing Excel file:
① Import the "Address" column from Excel into EMOROCO.
② Enable the GIS map view in EMOROCO.
③ Configure the settings to link the address field with the GIS.
→ With just this, all imported customer data
Visualized on the map
Utilizing the customer portal (if inquiries are accepted):
After importing the "inquiry history" that was managed in Excel,
Enable the customer portal function (optional).
New inquiries from now on will be registered directly in the CRM from the portal.
Past Excel data and future portal registrations will be managed in a single, unified system.
Utilizing BPF (when sales phase management is required):
If you were managing the "phases (prospect → proposal → closing)" in Excel,
Import that phase data and migrate to BPF.
EMOROCO's BPF visualizes the stage of each project.
This eliminates missed responses and the reliance on specific individuals for progress tracking.
Utilizing LINE notifications:
Once one workflow is running,
Add LINE notifications to that workflow.
The system will be designed so that a notification is sent to LINE the moment a task is created.
→ Shift from the habit of "opening CRM" to the habit of "checking LINE".
= The lowest hurdle for retention
Frequently Asked Questions
Q1: "I currently have 300 companies listed in my Excel file. Should I import them all?"
A: It's better not to import all 300 companies as they are.
First, select only the A list (currently active customers)
We will start with 50 to 100 companies.
If there is a large amount of "dormant data" in your CRM
Setting emotional temperature becomes costly, and its establishment is delayed.
Start with a small number of cases and first create an experience where users feel that the CRM is working.
Q2: "What should I do if there is duplicate customer information in Excel?"
A: Remove duplicates in Excel before importing.
Use the "Remove Duplicates" function in the "Data" tab of Excel.
Detecting duplicates using the combination of "company name + contact person name" is an effective method.
After importing, also check using EMOROCO's duplicate detection function.
Q3: "Can I import past contact history (daily reports, visit records)?"
A: If it's saved in an organized format in Excel, it can be imported.
Import it into the "Activity Entity",
Configure the settings to link with customer records.
However, importing a vast amount of historical data is more difficult than importing a large amount of past data.
Prioritize "starting to record all contacts from today onward in EMOROCO."
The pragmatic approach of gradually transferring past history "when it becomes necessary" will help accelerate its adoption.
Q4: What if there are multiple Excel files (e.g., one for each person in charge, one for each product)?
A: After unifying the entities (units of things to be managed)
Import multiple CSV files sequentially.
First, import the basic data: "Company Name, Contact Person Name, and Contact Information".
Next, an effective method is to overwrite the additional information for each person in charge by "importing (updating)".
If you add "Information Source (Excel file name)" to the field...
You can track which Excel file was migrated from.
Q5: "How do I roll back if the import fails?"
A: The best course of action is to perform a test import (10 items) to verify beforehand.
If you encounter problems during production import:
- Delete all imported records in bulk.
(Select and delete the target records using EMOROCO's bulk operation function)
- Modify the CSV file and then re-import it.
Always perform a test import before importing to production.
A: It's better not to import all 300 companies as they are.
First, select only the A list (currently active customers)
We will start with 50 to 100 companies.
If there is a large amount of "dormant data" in your CRM
Setting emotional temperature becomes costly, and its establishment is delayed.
Start with a small number of cases and first create an experience where users feel that the CRM is working.
Q2: "What should I do if there is duplicate customer information in Excel?"
A: Remove duplicates in Excel before importing.
Use the "Remove Duplicates" function in the "Data" tab of Excel.
Detecting duplicates using the combination of "company name + contact person name" is an effective method.
After importing, also check using EMOROCO's duplicate detection function.
Q3: "Can I import past contact history (daily reports, visit records)?"
A: If it's saved in an organized format in Excel, it can be imported.
Import it into the "Activity Entity",
Configure the settings to link with customer records.
However, importing a vast amount of historical data is more difficult than importing a large amount of past data.
Prioritize "starting to record all contacts from today onward in EMOROCO."
The pragmatic approach of gradually transferring past history "when it becomes necessary" will help accelerate its adoption.
Q4: What if there are multiple Excel files (e.g., one for each person in charge, one for each product)?
A: After unifying the entities (units of things to be managed)
Import multiple CSV files sequentially.
First, import the basic data: "Company Name, Contact Person Name, and Contact Information".
Next, an effective method is to overwrite the additional information for each person in charge by "importing (updating)".
If you add "Information Source (Excel file name)" to the field...
You can track which Excel file was migrated from.
Q5: "How do I roll back if the import fails?"
A: The best course of action is to perform a test import (10 items) to verify beforehand.
If you encounter problems during production import:
- Delete all imported records in bulk.
(Select and delete the target records using EMOROCO's bulk operation function)
- Modify the CSV file and then re-import it.
Always perform a test import before importing to production.
30-Day Complete Roadmap
[Excel → EMOROCO Migration: 30-Day Roadmap]
Days 1-3 (Phase 1: Preparation):
□ Sorting of Excel lists into A, B, and C lists is complete.
□ First 5 field designs and creation completed with EMOROCO
□ Added emotional temperature, last contact date, and narrative field.
□ Created a test CSV file (10 entries) and completed a test import.
Days 3-7 (Phase 2: Transition):
□ Production import execution completed
□ Sample confirmation of imported data (no duplicates or garbled characters)
□ Simultaneous setting of emotional temperature levels begins (to be carried out by all staff members working together).
Days 7-14 (Phase 3: Start of Stabilization):
□ Simultaneous setting of emotional temperature completed
□ Confirm with your team what percentage is "cool + cold".
□ First workflow setup complete (emotional temperature cool → automatic task generation)
□ All staff members have reviewed the "Weekly Dashboard".
Days 14-21:
□ Started weekly SoI-PDCA meetings (15 minutes on Mondays)
□ Rule implemented: New contact records must be entered only into EMOROCO.
□ Start a culture of sharing "What I noticed this week using EMOROCO"
Days 21-30:
□ A week came when I opened Excel zero times.
□ Confirm that this week's movements can be managed using only EMOROCO.
□ Officially declare "The day to close Excel"
□ Plan the implementation of the additional features in ver2.0 (GIS, BPF, LINE notification).
Goal for Day 30:
"Emotional temperature is set for all items,
The workflow is running.
"We are using the dashboard in our weekly meetings."
= A state where CRM has become a "living system"
Days 1-3 (Phase 1: Preparation):
□ Sorting of Excel lists into A, B, and C lists is complete.
□ First 5 field designs and creation completed with EMOROCO
□ Added emotional temperature, last contact date, and narrative field.
□ Created a test CSV file (10 entries) and completed a test import.
Days 3-7 (Phase 2: Transition):
□ Production import execution completed
□ Sample confirmation of imported data (no duplicates or garbled characters)
□ Simultaneous setting of emotional temperature levels begins (to be carried out by all staff members working together).
Days 7-14 (Phase 3: Start of Stabilization):
□ Simultaneous setting of emotional temperature completed
□ Confirm with your team what percentage is "cool + cold".
□ First workflow setup complete (emotional temperature cool → automatic task generation)
□ All staff members have reviewed the "Weekly Dashboard".
Days 14-21:
□ Started weekly SoI-PDCA meetings (15 minutes on Mondays)
□ Rule implemented: New contact records must be entered only into EMOROCO.
□ Start a culture of sharing "What I noticed this week using EMOROCO"
Days 21-30:
□ A week came when I opened Excel zero times.
□ Confirm that this week's movements can be managed using only EMOROCO.
□ Officially declare "The day to close Excel"
□ Plan the implementation of the additional features in ver2.0 (GIS, BPF, LINE notification).
Goal for Day 30:
"Emotional temperature is set for all items,
The workflow is running.
"We are using the dashboard in our weekly meetings."
= A state where CRM has become a "living system"
The days of "I'm trying to migrate from Excel to CRM, but I don't know what to do with the data" are over today.
With EMOROCO's Excel import function, you can start migrating your data today. Following the 30-day roadmap, your CRM will be a fully functional system in just one month.
If you wait until you have all the data perfectly assembled before migrating, the migration will never begin. Start with "50 companies, the first 5 fields, and one workflow."
It's only ¥1,500 per user per month, with no initial fees and a 30-day free trial, and you can start today.
EMOROCO CRM Lite Product Page
Related article: [The risks of continuing to manage your CRM with Excel—5 reasons why you should migrate to CRM now]
Related article: [EMOROCO CRM Lite Implementation "First 30 Days" Complete Roadmap - Week-by-Week Design, Implementation, and SoI-PDCA Launch Procedures]
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