Sales & CRM
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.
Use cases
Event Lead Processing
Quickly import and activate leads gathered from recruitment events, job fairs, and networking functions with appropriate follow-up actions.
Specialty Database Building
Create focused talent pools by importing and enriching specialised candidate lists for specific industries, roles, or technical skills.
Client Database Migration
Transfer client and prospect data from previous CRM systems, exported reports, or third-party sources with proper organization and enhancement.
Market Research Integration
Import company and contact lists from market research, purchased data, or industry directories with intelligent enrichment and categorization.
Legacy Data Activation
Breathe new life into historical spreadsheets of past candidates or clients by importing, updating, and initiating re-engagement campaigns.
Questions
Recruitly supports all major spreadsheet formats including Excel (.xlsx, .xls), CSV, Google Sheets exports, and other standard delimited text formats. The system can handle various character encodings, different delimiter types, and both header and non-header formats. For specialised or unusual formats, our import wizard provides additional configuration options to ensure proper data recognition.
The import tool offers several configurable options for duplicate handling. You can choose to skip duplicates, update existing records with new information, create new records regardless, or use sophisticated merging rules that combine data from both sources based on field-specific priorities. The duplicate detection uses multiple matching methods including exact matches, fuzzy matching, and composite key matching for maximum accuracy.
Yes, Recruitly supports importing both individual contacts (candidates, hiring managers) and company records, including parent-child relationships between them. You can import these separately or simultaneously with relationship mapping. The system even supports complex hierarchical imports where company structures, contact associations, and relationship types are all established during the import process.
The Professional plan supports imports of up to 5,000 records per batch, while the Enterprise plan extends this to 25,000 records per batch with no monthly limit. For extremely large datasets, our data migration team can assist with specialised high-volume imports outside these standard limits. The system processes imports in the background, allowing you to continue working while larger datasets are being processed.
Yes, the Enterprise plan includes support for scheduled automated imports from consistent data sources. You can configure imports to run daily, weekly, or monthly from connected cloud storage, email attachments, or API endpoints. Each scheduled import can have its own field mapping, processing rules, and post-import workflows to fully automate your data acquisition and activation process.
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 Excel Import on your own data
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Best Value & Best Ease of Use · Capterra 2026