Excel Import
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Overview
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.
Key Benefits
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.
How It Works
Intelligent Field Mapping
Automatically detect spreadsheet layouts and recommend accurate field mappings, with support for reusable custom templates for fast imports.
Customisable Import Settings
Fully control data processing with options for managing duplicates, blank fields, default values, and enforcing data validation rules.
Data Transformation Rules
Apply automatic formatting and normalization rules that clean, standardize, and structure imported data for consistent high-quality records.
️ Automated Categorization
Organize new contacts instantly by tagging, assigning pipelines, and classifying based on spreadsheet content or predefined import rules.
Integrated Data Enrichment
Automatically enrich imported profiles with extra details from trusted external sources, creating fuller, actionable candidate and client records.
Activation Workflows
Launch nurturing campaigns, assign follow-up tasks, and trigger workflows immediately after import using fully customizable automation rules.
Use Cases
🎟️ Event Lead Processing
Rapidly import and activate contacts from recruitment events, job fairs, and networking sessions with automated follow-up workflows.
🎯 Specialty Database Building
Build targeted talent pools by importing specialized candidate lists, enriching data for specific industries, roles, or skill sets.
🔄 Client Database Migration
Seamlessly transfer client and prospect information from old CRMs, exported files, or third-party sources with proper data organization.
📊 Market Research Integration
Import company and contact lists from research reports or directories, enhancing and categorizing data intelligently for CRM use.
♻️ Legacy Data Activation
Revive historical candidate and client spreadsheets by importing, updating records, and launching re-engagement campaigns effortlessly.
Integrations
Microsoft Excel
CSV Files
Google Sheets
Zapier
Frequently Asked Questions
❓ 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.
Have more questions?
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