For teams outgrowing spreadsheets

Spreadsheet to Recruitment CRM

Turn candidate lists, client sheets, notes, tags, and manual follow-ups into a searchable ATZ CRM workspace built for active recruiting.

Book a Demo See import options

Primary workflow

Spreadsheet rows to ATZ CRM records

Best fit

Recruitment and staffing agencies

Core system

Recruitment CRM import workspace

Spreadsheet Import Control Desk

Column cleanup, field mapping, duplicate rules, and first recruiting workflows in one view

Today

Rows to review

4k+

Candidate lists, client sheets, contact rows, notes, tags, and source columns ready for cleanup

Manual follow-ups

Callbacks, client reminders, candidate check-ins, and open opportunities needing workflow setup

Validation checks

Column mapping, duplicate review, required fields, owner checks, sample import, final approval

Spreadsheet source

Candidate rows, client sheets, notes, tags, statuses, and follow-up columns

Ready to clean

Candidate rows

Names, emails, phones, skills, CV links, source columns, notes, tags, and owners are cleaned before import.

Clean

CSV Tags Owners

Client sheets

Companies, hiring contacts, open roles, notes, and follow-up columns are mapped into recruitment CRM records.

Map

Companies Contacts Roles

Next step

Review spreadsheet structure, clean duplicates, map columns to ATZ CRM fields, approve a sample import, then build first workflows.

Spreadsheet migration workflow

Move from spreadsheet rows to recruiting workflow

Use ATZ CRM import planning to turn candidate lists, client sheets, notes, tags, and manual follow-ups into searchable records and next actions.

Assess the spreadsheet files

Review Excel, CSV, or Google Sheets structure, row counts, columns, tabs, CV links, notes, and ownership fields.

Decide what should become records

Separate candidates, companies, contacts, jobs, notes, tags, and follow-ups from stale rows and columns that should be cleaned.

Map columns to ATZ CRM fields

Translate spreadsheet columns into ATZ CRM candidate, client, contact, job, note, source, owner, and tag fields.

Review a sample import

Check sample candidates, client contacts, notes, owners, tags, required fields, and duplicate rules before full import.

Plan the final move

Plan final file cleanup, capture new spreadsheet updates, and confirm what changed between sample import and go-live.

Validate the new CRM workspace

Have recruiters inspect imported records, search, tags, owners, follow-ups, and first pipeline views before daily use.

Turn static rows into recruiter action

A spreadsheet migration should activate data, not just upload columns

Candidate and client rows become useful when recruiters can search them, assign owners, create follow-ups, add notes, track jobs, and report from one workspace.

Request a migration demo

Current pressure

Spreadsheets hide recruiting value

Candidate lists, client contacts, source notes, and follow-up columns often contain usable business value that is hard to search or share.

Turn useful rows into active recruitment records.

Desk risk

Messy columns create messy imports

Duplicates, inconsistent headers, missing owners, mixed notes, stale statuses, and scattered tabs can make a new CRM feel unreliable.

Clean and sample the files before final import.

What you will see

Map your spreadsheet to ATZ CRM

Review files, tabs, columns, required fields, duplicate rules, owners, tags, notes, CV links, and first workflows with ATZ CRM.

Know what can import, what needs cleanup, and how recruiters should validate the workspace.

Book this walkthrough

What spreadsheet teams prepare

Bring the files that decide import scope

A useful spreadsheet migration plan starts with the real files your team uses: candidates, clients, notes, tags, owners, statuses, and follow-ups.

Walk through the workflow

Candidate spreadsheets

Review names, emails, phones, skills, CV links, sources, notes, tags, and owner columns.

Client and contact sheets

Prepare companies, hiring contacts, roles, account notes, follow-up dates, and relationship fields.

Column cleanup

Standardize headers, required fields, phone and email formats, source values, tags, statuses, and notes.

Duplicate rules

Decide how to handle duplicate candidates, duplicate contacts, old rows, merged tabs, and missing owners.

First recruiting workflows

Turn imported records into follow-ups, candidate lists, client tasks, jobs, and pipeline views.

Sample approval

Assign owners to inspect imported candidates, contacts, notes, tags, and search results before final import.

ATZ CRM is a strong fit when you need

You are moving candidate or client data from spreadsheets into ATZ CRM.
Your team uses Excel, CSV, Google Sheets, or manual trackers for recruiting work.
You need candidate and client records to become searchable and assignable.
You want duplicate and column cleanup before import.
You want to build first workflows for follow-ups, jobs, tags, and pipeline views after import.

You may also need specialist tools for

Migration scope depends on the source ATS export, record condition, attachments, field structure, and approved mapping.
Specialist payroll, tax, accounting, background-check, coding-assessment, VMS, onboarding, and statutory compliance tools may still be needed outside ATZ CRM.
Recruiters and agency leaders remain responsible for validating records, communication permissions, hiring decisions, and final use of migrated data.
Every custom field, attachment, message, integration, or historic activity may not always move exactly as it appears in the old system.

ATZ CRM supports ATS + CRM migration planning, import, validation, and recruiting workflow setup. Your team remains responsible for data review, privacy decisions, legal guidance, communication permissions, and final approval before the new workspace becomes the system of record.

Capabilities inside ATZ CRM

The ATZ CRM capabilities behind this workflow

See how the recruiting desk connects candidate records, client conversations, outreach, placements, and reporting without sending the team through separate tools.

Applicant Tracking System

Move candidate, job, pipeline, shortlist, interview, and placement context into an ATS workflow recruiters can use after go-live.

View capability

Recruitment CRM

Keep client companies, hiring contacts, relationship notes, submissions, and follow-ups close to candidate delivery.

View capability

Import Candidate and Client

Use structured imports for focused files, candidate records, client records, notes, and other clean data sets.

View capability

Workflow Automation

Set up stage movement, owner reminders, follow-up tasks, and workflow rules after old statuses are mapped.

View capability

Outreach Sequences for Recruiters

Reconnect candidate and client follow-ups to the new workspace so recruiters can continue active conversations.

View capability

LinkedIn Messaging for Recruiter

Keep sourcing and messaging context connected to candidate records where LinkedIn workflows are configured.

View capability

WhatsApp Messaging for Recruiter

Connect WhatsApp follow-up context to candidate, client, job, and activity records where configured.

View capability

Reports and Dashboards

Review pipeline, source, activity, placement, and team performance context after migration where historic data supports it.

View capability

Data Hosting and Security

Review access, hosting, and security context before moving candidate and client records into the new workspace.

View capability

Zero Downtime Data Migration

See ATZ CRM migration planning, sample records, validation, parallel run, delta migration, and go-live support.

View capability

Migration and switching pages

Plan the move from your current recruiting system

Explore migration pages for ATS data, recruitment CRM data, vendor-specific moves, and teams moving from spreadsheets into ATZ CRM.

migration and switching workflows planned

Recruitment ATS Migration

Plan the move from an old recruitment ATS into ATZ CRM while keeping candidate, client, job, and pipeline context usable.

View workflow 2

Recruitment CRM Data Migration

Move client companies, hiring contacts, relationship notes, follow-ups, and account history into a connected recruiting CRM.

View workflow 3

Bullhorn Migration Alternative

Review the switching path for agencies moving from Bullhorn into ATZ CRM with ATS and CRM context preserved where supported.

View workflow 4

Vincere Migration Alternative

Plan a Vincere-to-ATZ CRM move around candidate records, client activity, pipeline stages, and go-live validation.

View workflow 5

Recruit CRM Migration

Map Recruit CRM candidate, client, job, note, and activity data into an ATZ CRM workspace.

View workflow

What the walkthrough covers

Walk through your spreadsheet files before import

Use the demo to review candidate files, client sheets, columns, tabs, notes, tags, owners, duplicate rules, required fields, sample import, and first workflows in ATZ CRM.

Review spreadsheet files, tabs, columns, required fields, and record types. Workflow step 1

Map candidates, clients, owners, tags, notes, and follow-ups to ATZ CRM. Workflow step 2

Define sample import, final cleanup, and recruiter validation responsibilities. Workflow step 3

Request a migration demo

Words from real customers

Recruitment teams use ATZ CRM for faster adoption, responsive support, and flexible agency workflows.

" An excellent ATS for Startup company and Recruiter. The platform delivers an excellent overall user experience, combining an intuitive interface with powerful, modern features. My team found it very easy to learn and adapt with the system. "

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, which builds trust and speeds up adoption. "

Luis

Founder, Luis Ivars Unipessoal Lda

" ATZ CRM offers essential tools to manage recruitment effectively, backed by a highly engaged team open to feedback, making it a strong choice for agencies needing flexibility, customization, and support for their specific workflows. "

Eugene Ovcharenko

Founder & CEO, GENTY Recruitment

FAQ

Spreadsheet to Recruitment CRM FAQs

Can ATZ CRM import candidate spreadsheets?

ATZ CRM supports structured import planning for candidate and client data from files such as Excel or CSV. Scope depends on file quality, columns, required fields, duplicate rules, and approved mapping.

What spreadsheet columns should we prepare?

Prepare candidate names, contact details, skills, sources, notes, owners, tags, CV links, client companies, hiring contacts, roles, and follow-up columns where available.

Should we clean spreadsheets before import?

Yes. Standardize headers, remove duplicates, separate mixed notes, confirm required fields, review stale rows, and decide owner and tag rules before final import.

Can client contacts and companies import from Excel?

They can be reviewed for structured import when the files contain usable company, contact, email, phone, owner, note, and relationship fields.

When do spreadsheets need managed migration instead of self-import?

Focused clean files may fit self-import. Multiple messy files, attachments, mixed tabs, unclear relationships, or large record sets usually need a more guided migration plan.