Excel Import
Quickly import, organize, and activate candidate and client data from spreadsheets with intelligent processing.
Recruitment agencies often accumulate valuable contact data in spreadsheets from various sources. Recruitly's advanced Excel import capabilities transform this static information into active, enriched database records that drive your business forward.
Intelligent Data Mapping
Our sophisticated import system automatically recognises common spreadsheet formats and suggests appropriate field mappings to streamline the process. You can also create and save custom mappings for recurring import formats, ensuring consistent data organization with minimal setup time.
Flexible Import Options
Import data exactly how you need it with customisable options for handling different data scenarios. Choose how to process duplicates, manage blank fields, apply default values, and validate data formats to maintain database integrity while maximizing information capture.
Data Transformation Rules
Apply intelligent transformation rules during import to standardize and enhance your data. Automatically format phone numbers, normalize job titles, extract domains from email addresses, split full names into components, and apply other adjustments that improve data quality and searchability.
Automatic Categorization
Organize imported contacts into appropriate categories with rule-based classification. Automatically tag records, assign to pipelines, add to nurturing sequences, and categorize by industry, role, or custom parameters based on spreadsheet content or predefined rules.
Data Enrichment Integration
Enhance imported data at the point of entry with integrated enrichment capabilities. The system can automatically add missing contact details, company information, social profiles, and other valuable data points from external sources to create more complete, actionable records.
Post-Import Activation
Turn static spreadsheet data into active business development opportunities with automated post-import workflows. Trigger nurturing sequences, assign follow-up tasks, schedule verification calls, or initiate other actions based on customisable rules to immediately activate your imported data.
Key Benefits
Quickly transfer valuable data from spreadsheets to your active database
Save hours of manual data entry with automated import processing
Ensure consistent data organization with intelligent field mapping
Improve data quality through automated standardization and validation
Eliminate duplicate records with sophisticated matching algorithms
Enhance data value with automated enrichment during import
Immediately activate imported contacts with automated workflows
Maintain complete data history with source tracking and timestamps
Rapidly build specialised databases for new market initiatives
Centralize scattered data into a unified, actionable CRM
How It Works
Intelligent Field Mapping
Automatically recognize spreadsheet structures and suggest appropriate field mappings with support for saved custom mapping templates.
Customisable Import Settings
Control exactly how data is processed with options for handling duplicates, blank fields, default values, and data validation.
Data Transformation Rules
Apply standardization and enhancement rules that automatically format, normalize, and structure imported data for optimal quality.
Automated Categorization
Organize imported contacts with rule-based tagging, pipeline assignment, and classification based on spreadsheet content.
Integrated Data Enrichment
Enhance imported records automatically with additional information from external sources to create more complete profiles.
Activation Workflows
Trigger nurturing sequences, tasks, and other follow-up actions immediately after import based on customisable rules.
See this in action?
Book a demo with us to see Excel Import feature in action.