# Import Candidate & Client Data from Excel | ATZ CRM Upload Tool > Import candidate and client data from Excel or CSV with smart mapping, validation, and enrichment. Activate your database instantly with automated workflows. Source: https://atzcrm.com/feature/import-candidate-and-client/ Automation & data feature # Excel Import Easily import and organize candidate or client data from spreadsheets with smart mapping, cleanup, and instant activation. [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY) [Book a Demo](https://calendly.com/armaan-atzcrm/30min) - No credit card - Free data migration - Live onboarding [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY) Overview ## Everything it does, in one place Recruiters often gather valuable candidate and client data in spreadsheets. ATZ CRM’s Excel Import feature transforms static spreadsheet data into structured, searchable CRM records - activating your contact lists into revenue-generating pipelines with speed and accuracy. ### Intelligent Data Mapping ATZ CRM auto-detects common spreadsheet formats and recommends accurate field mappings. Save time with reusable mapping presets for frequent imports, ensuring clean, organized data entry every time - no manual alignment needed, even with large or messy data sets. ### Flexible Import Options Customize how your spreadsheet data is processed. Handle duplicates, ignore empty fields, apply fallback values, and validate entries to maintain database accuracy - giving you full control over what gets imported and how it’s structured. ### Data Transformation Rules Clean and standardize your data as it’s imported. Automatically format phone numbers, extract company domains, split full names, and normalize job titles - ensuring your CRM stays clean, searchable, and consistent without post-import cleanup. ### Automatic Categorization Effortlessly organize new records as they’re added. Use rule-based logic to assign tags, pipelines, nurturing lists, or categories like industry and role - based on column data or custom import rules tailored to your recruitment workflow. ### Data Enrichment Integration Enhance your imports in real time with enrichment tools that fill missing details - like phone numbers, company info, and social profiles - pulling from reliable external sources to give you richer, more actionable records from the start. ### Post-Import Activation Put imported data to work instantly. Trigger automated workflows like follow-up tasks, pipeline assignments, and nurturing campaigns the moment a record is imported - transforming spreadsheets into sales opportunities without any manual handoff. ### AI Custom Fields Parser ATZ CRM's AI Custom Fields Parser intelligently extracts structured data from unstructured documents - CVs, emails, and forms - and automatically populates your custom CRM fields. No manual data entry, no missed details. Key benefits ## What changes for your team - Quickly import candidate and client data from spreadsheets into your live ATZ CRM database. - Save time by automating manual data entry with fast, reliable spreadsheet import processing. - Ensure consistent, organized data using intelligent, automated field mapping tailored to your spreadsheet. - Improve data quality by validating and standardizing entries during import. - Avoid duplicate records with advanced matching and merging algorithms. - Automatically enrich imported data with extra contact and company details from trusted sources. - Instantly activate imported contacts using customizable automated workflows. - Maintain full audit trails with source tracking and import timestamps. - Rapidly build focused databases for new markets or recruitment campaigns. - Centralize scattered spreadsheet data into one actionable, collaborative CRM platform. Across ATZ CRM customers 15+ hrs saved per recruiter every week, with 35% more placements. 65% lower cost than enterprise tools 30+ countries using ATZ CRM [Book a demo](https://calendly.com/armaan-atzcrm/30min) How it works ## From setup to results in 6 steps 01 Intelligent Field Mapping Automatically detect spreadsheet layouts and recommend accurate field mappings, with support for reusable custom templates for fast imports. 02 Customisable Import Settings Fully control data processing with options for managing duplicates, blank fields, default values, and enforcing data validation rules. 03 Data Transformation Rules Apply automatic formatting and normalization rules that clean, standardize, and structure imported data for consistent high-quality records. 04 Automated Categorization Organize new contacts instantly by tagging, assigning pipelines, and classifying based on spreadsheet content or predefined import rules. 05 Integrated Data Enrichment Automatically enrich imported profiles with extra details from trusted external sources, creating fuller, actionable candidate and client records. 06 Activation Workflows Launch nurturing campaigns, assign follow-up tasks, and trigger workflows immediately after import using fully customizable automation rules. Step 1 of 6 ### Intelligent Field Mapping Automatically detect spreadsheet layouts and recommend accurate field mappings, with support for reusable custom templates for fast imports. Step 2 of 6 ### Customisable Import Settings Fully control data processing with options for managing duplicates, blank fields, default values, and enforcing data validation rules. Step 3 of 6 ### Data Transformation Rules Apply automatic formatting and normalization rules that clean, standardize, and structure imported data for consistent high-quality records. Step 4 of 6 ### Automated Categorization Organize new contacts instantly by tagging, assigning pipelines, and classifying based on spreadsheet content or predefined import rules. Step 5 of 6 ### Integrated Data Enrichment Automatically enrich imported profiles with extra details from trusted external sources, creating fuller, actionable candidate and client records. Step 6 of 6 ### Activation Workflows Launch nurturing campaigns, assign follow-up tasks, and trigger workflows immediately after import using fully customizable automation rules. ## Ready to transform your recruitment tech stack? Join hundreds of agencies saving money while improving performance. - Save 65% on costs - Reclaim 15+ hours weekly - Increase placements by 35% [Schedule a Demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY) 30-minute personalised walkthrough ## What recruiters are saying > An excellent ATS for startup companies and recruiters. The platform combines an intuitive interface with powerful, modern features. My team found it very easy to learn and adapt to. TH Trung Huynh COO, Peoplewise Vietnam > The customer support stands out as one of the strongest aspects of ATZ CRM. The team is responsive, knowledgeable and genuinely committed to resolving issues efficiently. L Luis Founder, Luis Ivars Unipessoal Lda > ATZ CRM offers essential tools to manage recruitment effectively, backed by a highly engaged team open to feedback. A strong choice for agencies needing flexibility and customisation. EO Eugene Ovcharenko Founder & CEO, GENTY Recruitment [Read customer reviews](https://atzcrm.com/customer-reviews/) Proof and next steps ## Explore the resources behind this workflow Guides, benchmarks, templates and comparisons to check fit before you shortlist. [Help docs See product workflows Read setup and workflow guides that show how recruiters use ATZ CRM after adoption.](https://atzcrm.com/help/) [Case studies Review agency outcomes Explore staffing, healthcare, IT, and remote recruiting examples connected to real agency use cases.](https://atzcrm.com/case-studies/) [Free tools Use recruiter utilities Try calculators, planners, and generators that support the same workflows described on this feature page.](https://atzcrm.com/tools/) [Reports Validate the strategy Use recruitment benchmarks and reports to connect feature value with measurable agency decisions.](https://atzcrm.com/reports/) [Templates Put workflows into action Start from practical recruiter templates for intake, outreach, screening, and client communication.](https://atzcrm.com/templates/) [Comparisons Compare alternatives Check ATZ CRM against recruiting CRMs and ATS platforms before shortlisting software.](https://atzcrm.com/compare/) Use cases ## Built for how agencies actually work 01 ### Event Lead Processing Rapidly import and activate contacts from recruitment events, job fairs, and networking sessions with automated follow-up workflows. 02 ### Specialty Database Building Build targeted talent pools by importing specialized candidate lists, enriching data for specific industries, roles, or skill sets. 03 ### Client Database Migration Seamlessly transfer client and prospect information from old CRMs, exported files, or third-party sources with proper data organization. 04 ### Market Research Integration Import company and contact lists from research reports or directories, enhancing and categorizing data intelligently for CRM use. 05 ### Legacy Data Activation Revive historical candidate and client spreadsheets by importing, updating records, and launching re-engagement campaigns effortlessly. Integrations ## Works with your stack Looking for another integration? [Request an integration](https://calendly.com/armaan-atzcrm/30min) - Microsoft Excel - CSV Files - Google Sheets - Zapier ### Related features [All features](https://atzcrm.com/features/) [Data Enrichment for Recruiters Improve profile completeness and CRM data quality. Learn more](https://atzcrm.com/feature/data-enrichment-for-recruiters/) [Form Builder Create forms for intake, screening, applications and updates. Learn more](https://atzcrm.com/feature/form-builder/) [Job Forecasting for Recruiters Forecast job demand, hiring velocity and pipeline needs. Learn more](https://atzcrm.com/feature/job-forecasting-for-recruiters/) ## Frequently Asked Questions Can't find what you need? Our team replies in minutes on live chat. [Talk to us](https://calendly.com/armaan-atzcrm/30min) [Help centre](https://atzcrm.com/help/) ### What spreadsheet formats does ATZ CRM support for import? ATZ CRM accepts all common formats like Excel (.xlsx, .xls), CSV, and Google Sheets exports. It handles various delimiters, encodings, and header or no-header files. Advanced import settings help with unusual or custom formats to ensure data is correctly recognized. ### How does ATZ CRM handle duplicate records during import? You can choose to skip duplicates, update existing contacts, create new records, or merge data based on smart field-specific rules. Duplicate detection uses exact, fuzzy, and composite key matching for accuracy. ### Can we import both candidate and client company data? Yes, ATZ CRM supports importing individuals and company records, including hierarchical parent-child relationships. You can import them separately or together, mapping complex contact-company associations during the import. ### Is there a limit on how many records can be imported at once? Professional plans allow up to 5,000 records per import, Enterprise up to 25,000 per batch. Larger imports can be handled with expert assistance. Imports run in the background so you can keep working uninterrupted. ### Can imports be scheduled automatically from recurring data sources? Yes, Enterprise plans enable scheduled imports from cloud storage, email, or APIs on daily, weekly, or monthly cycles. Each import can have custom mappings, rules, and workflows for full automation. Related help articles ## Learn how this works inside ATZ CRM [View help centre](https://atzcrm.com/help/) [CoreOpsImport CSV and XLS Files Read article](https://atzcrm.com/help/coreops/common-operations/import-csv-xls-files/) [CoreOpsImport Organizations and Contacts Read article](https://atzcrm.com/help/coreops/common-operations/import-organizations-contacts/) [User & Account ManagementData Migration Read article](https://atzcrm.com/help/user-and-account-management/account/data-migration/) From the blog ## Related reading [View all posts](https://atzcrm.com/blog/) ### [Recruitment Database 101: Everything You Need To Know](https://atzcrm.com/blog/recruitment-database-101-everything-you-need-to-know/) ### [Data Hygiene Best Practices: Revolutionizing Recruitment](https://atzcrm.com/blog/data-hygiene-best-practices-revolutionizing-recruitment/) ### [How to Create an Amazing Database for Recruitment](https://atzcrm.com/blog/how-to-create-an-amazing-database-for-recruitment/) ## Give every recruiter an AI teammate Plans from $12 per user / month. Free migration and onboarding. [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY) [Book a demo](https://calendly.com/armaan-atzcrm/30min)