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
- View existing records — open Excel Import from the sidebar to see the list view.
- Search and filter — use the search box and column filters to find records.
- Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
- Edit a record — click a row to open the detail view, then use the edit action.
- Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
- Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).
Download the import template for each module before preparing your data — the template shows the exact column headers and required fields so the import succeeds on the first run without guessing field names.
Excel imports are not automatically reversible. Test with a small batch of 5-10 records before running a full dataset to catch column mapping errors before they affect hundreds of records.
Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/excelimport