Interactive demo — simulated sample data
Import
Northbeam Connect · Demo
RC

Import

Bring accounts in from a spreadsheet, or add one at a time. Nothing commits until somebody says where the list came from.

northbeam-lapsed-accounts.xlsx
Today · 09:47 · 412 rows
Dry run — nothing committed
Would create
318
Would update
61
Held back
27
Rejected
6

What the guardrails found

Delacombe Foodsrow 14Merged

Already in the base under a different trading name. Merged rather than duplicated.

Kelso Industrialrow 47Held back

Phone number is on the Do Not Call register and no consent column was supplied for this row.

Ravenscourt Grouprow 88Held back

Contacted 11 days ago from another play. Inside the 21-day cap until 5 Sep 2026.

(blank)row 132Rejected

No phone, no email and no consent basis. Nothing here to contact or to justify contacting.

Tarneit Freight Linesrow 205Held back

Consent column says “unknown”. Treated as no basis until someone says otherwise.

Held-back rows are still imported — they sit in the base with the reason attached and become contactable when it clears. Rejected rows are not imported at all, because there is nothing in them to contact or to justify contacting.

Where did this list come from?

Answered once per import, recorded against every row, and the only question that has to be answered before anything can be committed.

Attested by Renee Calder · recorded with the import

Column mapping

Business NameAccount name
ContactContact name
MobPhone
Email AddressEmail
PlanPlan
Contract ExpContract end
Monthly $Monthly spend
Notes— not imported

Recent imports

northbeam-lapsed-accounts.xlsxDraft
Today · 09:47 · 412 rows · attested by Renee Calder
Former customers — existing business relationship
Created
318
Held
27
Rejected
6
expo-scans-august.csvComplete
19 Aug 2026 · 88 rows · attested by Tom Beazley
Opted in at trade stand — consent captured on the scanner
Created
81
Held
4
Rejected
3
referrals-q3.xlsxComplete
4 Aug 2026 · 26 rows · attested by Priya Anand
Referred by an existing customer, permission confirmed
Created
24
Held
0
Rejected
0