How to Import Organization and Contact Sheet Data into ATZ CRM

Importing data in bulk is essential for organizations and recruitment teams managing high volumes of organization and contact information. ATZ CRM provides a simple and efficient way to import both organization and contact data using CSV or Excel sheets.

This guide outlines the steps required to successfully import your data, ensuring proper field mapping and avoiding duplicates. 

Overview

ATZ CRM allows importing of:

• Organizations, with required fields such as organization name.
  
  

• Contacts, which must be associated with an organization and include basic contact details.
  
  

Step 1: Importing Organization Data

Required Columns

• Organization Name (mandatory)
  
  

Instructions

1. Navigate to Import > CSV/XLS within ATZ CRM.

2. Select your organization data file (CSV or Excel).

3. Map your sheet columns to ATZ CRM fields:
   
   

   • For example, map “Company Name” → Organization Name
     
     

   • Map “Website” → Organization Website 

4. The Organization Name field must be mapped to proceed.
   
   

5. Choose whether to:
   
   

   • Merge duplicates based on exact matches (name, website, LinkedIn URL)
     
     

   • Overwrite existing data in case of a merge

6. Specify whether the first row in your file contains headers or actual data.
   
   

7. Click Import to start the process.
   
   

Post-Import

You will receive an email confirmation when the import is complete. This email will include a link to preview the imported organizations in your CRM.

Step 2: Importing Contact Data

Required Columns

• First Name (mandatory)
  
  

• Organization Name (mandatory)
  
  

Instructions

1. Go to Import > CSV/XLS in ATZ CRM.

2. Upload your contact sheet file.

3. Map the following fields:
   
   

   • “First Name” → Contact First Name
     
     

   • “Last Name” → Contact Last Name
     
     

   • “Email” → Contact Email
     
     

   • “Organization Name” → Organization Name

4. Both First Name and Organization Name are required to proceed.
   
   

5. Choose merge and overwrite options as needed.

6. Indicate whether the first row contains column headers or data.
   
   

7. Click Import.
   
   

Post-Import

Once the import is complete, you’ll receive a confirmation email with access to view your newly imported contacts. All contacts will automatically be linked to their respective organizations.

For further assistance, please reach out to ATZ CRM chat support team.