Ypsi Repair

Dashboard

Recent activity

Date	Name	Type	Detail	Value

Pipeline

Sources

Contacts

Name	Email	Phone	Last activity	Lifetime $

Leads & Orders

Date	Name	Type	Detail	Source	Status	Value

Import

CSV import

Drop a Squarespace Contacts or Orders export, a RepairMax export, or any CSV with a header row. You'll map the columns on the next step. Duplicates are merged by email.

Drop CSV here or browse

Map columns

Import as Contacts onlyOrders (creates contacts too)Leads (creates contacts too)

Import rows

Settings

Backup & restore

Data is held in this browser session. Download a backup after big changes; load it to restore. Both accounts are included in one file.

Download backup (.json) Load backup

Google Drive sync

Connects to your Google account and stores all data in one spreadsheet, Counter CRM Data, in your Drive (tabs: yr, sl). The app can only access files it created — nothing else in your Drive. Data loads on connect and saves automatically a moment after every change. Reconnect if the session expires (about 1 hour).

Connect Google Drive Not connected.