Importing CSV/XLS Files into ATZ CRM

Importing data using CSV or XLS files is an efficient way to add large volumes of information in ATZ CRM. Whether you're importing candidates, contacts or organizations, this guide will walk you through the process step by step.

Step 1: Go to the Candidates section .

Step 2: Click on the Import CSV/XLS option on the top   

Step 3: Upload Your File: Click on the Upload button.

Select your CSV or XLS file from your computer.

Notes:

1. You can upload up to 5000 records at a time

2. Date field format should be -'01 Jan 1990'

Step 4: Once file gets uploaded, match the columns from your file to the corresponding fields in ATZ CRM.

- Ensure all mandatory fields are mapped correctly.

- Click Next 

Step 5: Verify Import

1. Choose whether to Merge Duplicate Records -

• By selecting "yes" you can choose how to merge duplicate records .
• You can check duplicates by selecting Email, Linkedin or Phone Identifier.
• Override Data - If you want to replace the existing data with the data from the import file for duplicate records.

2. Decide if you want to Add Candidates to a Focus Group

• This step allows you to organise imported candidates into focus groups
• You can either select an existing focus group or you can create a new Focus Group.

3. Specify whether to Include the First Row of the File

• This option determines whether the first row of you import file contains column headers or data.

Step 6: Click on Import Now Button 

You will receive an email notification once the import process is complete

Following these steps, you can successfully import data using CSV or XLS files in ATZ CRM, saving time and ensuring data accuracy.

For additional support, contact ATZ CRM Support.