Faster CRM setup
Agencies can bring existing client companies and contacts into ATZ CRM faster when starting or cleaning their workspace.
March 2025 Data import
Bulk Import for Contacts and Organizations
ATZ CRM introduced bulk import support for contacts and organizations so teams can add client-side records from spreadsheets faster and with less manual entry.
Import multiple contacts and organizations at once
Reduce manual client and contact data entry
Speed up CRM setup and database cleanup
Build business development records from spreadsheet data
Quick answer
What changed for recruiters?
Bulk Import for Contacts and Organizations lets recruiters and agency operators add multiple company and contact records into ATZ CRM at once. Instead of creating each organization or contact manually, teams can upload structured spreadsheet data, map fields, and build their client database more efficiently.
What changed
What this update changes
ATZ CRM added a faster bulk import path for contacts and organizations. This helps teams move existing company and contact lists into the CRM without creating each record one by one.
The update is useful during new workspace setup, migration from spreadsheets, client database cleanup, and business development list preparation.
For cleaner data, teams can import organizations first and then import contacts linked to those organizations.
Why it matters
Why it matters to recruiters
Recruiters are often measured on speed, quality, and follow-through. This update is designed to reduce manual work, protect useful context, and help teams keep hiring activity moving with fewer handoffs.
Less repetitive entry
Recruiters and operations teams no longer need to manually add large lists of contacts and organizations one record at a time.
Better client data structure
Importing organizations and contacts with mapped fields helps teams keep company relationships and contact ownership more organized.
Stronger business development workflows
Bulk import makes it easier to prepare prospect lists, client databases, and account records for outreach and follow-up.
Before and after
How the workflow changes
Before
Teams manually created organizations and contacts or delayed CRM setup because spreadsheet lists were too large to enter one by one.
After
Teams can upload contact and organization data in bulk, map fields, and create structured records faster.
Before
Client-side data often lived in spreadsheets outside the recruiting workflow.
After
Contacts and organizations can be moved into ATZ CRM for ownership, follow-up, and reporting.
Before
Business development lists were harder to operationalize inside the CRM.
After
Imported records can become part of prospecting, client management, and account follow-up workflows.
How recruiters use it
How the workflow works
The exact setup depends on your workspace and permissions, but the core workflow is built to keep recruiters closer to the record, the next action, and the right team context.
1
Prepare the spreadsheet
Clean the contact or organization file and make sure important fields are present before import.
2
Import organizations first
For cleaner linking, upload organizations before contacts when contacts need to connect to company records.
3
Map fields
Match spreadsheet columns to ATZ CRM fields such as organization name, website, contact name, email, and related company.
4
Review import results
Check confirmation details, duplicate handling, and linked records after the import finishes.
Feature-specific details
Extra context for this update
Some releases affect more than one recruiting workflow. These notes explain the practical details recruiters, admins, or managers may want to review before rolling the update out to the team.
Database growth
How to prepare bulk contact and organization imports
Bulk import is most useful when the spreadsheet is clean before upload. Teams should standardize names, domains, owners, and key relationship fields before adding large lists.
- Clean duplicate companies before import when possible.
- Map fields carefully so contacts connect to the right organizations.
- Tag or folder imported records so recruiters can review them after upload.
Best fit
Teams that benefit most
Teams migrating client data from spreadsheets
Agencies setting up a new ATZ CRM workspace
Business development teams importing prospect lists
Recruiters cleaning or expanding company and contact databases
Helpful next steps
Related ATZ CRM pages
Import organizations and contacts Follow the help guide for importing organization and contact spreadsheet data into ATZ CRM. Import CSV/XLS files Review the general spreadsheet import workflow, field mapping, and upload guidance. Import Candidate and Client Data Explore the ATZ CRM feature for importing recruiting and client data from spreadsheets. Recruitment CRM for recruiters See how client, contact, and relationship records fit into the recruitment CRM workflow.
Quick answers
Common questions
Can contacts and organizations be imported in bulk?
Yes. ATZ CRM supports bulk import workflows for contacts and organizations so teams can add multiple records from spreadsheet data.
Should organizations be imported before contacts?
Yes, importing organizations first helps contacts link to the correct company records during contact import.
Who benefits from this update?
Recruitment teams migrating from spreadsheets, setting up client databases, cleaning CRM records, or preparing business development lists benefit most.
What should teams check before a bulk import?
Review duplicate records, required fields, column names, organization domains, and ownership rules before importing.
Can bulk import help with business development lists?
Yes. Teams can add many contacts and organizations at once, then segment them for client outreach or relationship follow-up.
See it in context
Review this update inside your recruiting workflow
Book a walkthrough with the ATZ CRM team to see how this update supports your jobs, candidates, and shortlist process.