Excel Import

Section: Integrations & AI
URL: /admin/excelimport
Page title: (2) Import Date - Selectare Tip Import

Overview

Bulk import data from Excel/CSV into any module.

Business value

Bulk-import data from Excel/CSV into any module — clients, items, leads, contacts. The fastest way to get existing data into the platform during onboarding or after a data refresh.

• Who uses it: IT admin, ops, sales operations
• Key benefit: Cuts implementation onboarding from weeks to days.

Typical use cases:

• Initial client/item import on go-live
• Bulk update of price lists
• Annual data refresh from external source

At a glance

Accessing this module

From the admin sidebar, navigate to Excel Import, or open the URL directly:

/admin/excelimport

List view

The list view shows existing excel import records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Excel Import from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/excelimport