AppWT CRM

Topic: Talent

Import people from a spreadsheet

Add many people at once from a CSV file, check a preview, and keep duplicates out.

Video, 1 minute 2 seconds · 5 steps

This lesson uses Talent search. If Talent search is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

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Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • What file to use
  • How to match your columns
  • How the preview flags duplicates and problems
  • How to undo an import

Step by step

  1. Step 1: Upload a file

    Open Import people from the menu. Save your spreadsheet as a CSV file. Choose the file, then click Upload and match columns.

    The Import people page with a CSV file chosen and the Upload and match columns button.
    Step 1 screen, from the demo account.

  2. Step 2: Match the columns

    The CRM shows each column from your file. Pick the CRM field for each one, like Full name, Email, or Phone.

    The step that matches each spreadsheet column to a CRM field.
    Step 2 screen, from the demo account.

  3. Step 3: Check the preview

    Next comes a preview. Nothing is saved yet. Each row says if it is new, a likely duplicate, or has a problem.

    The import preview with two new people and one likely duplicate of a person already in the CRM.
    Step 3 screen, from the demo account.

  4. Step 4: Choose what to do with duplicates

    Pick what to do with duplicates. Skip them, or link them to the person you already have. The CRM never makes a second copy.

    The duplicate choice, skip or link, above the button that runs the import.
    Step 4 screen, from the demo account.

  5. Step 5: See the results

    Click the Add button. The results show who was added and who was skipped. If you made a mistake, Undo this import archives the new people.

    The import results with two people added and one skipped as a duplicate, and the Undo this import section.
    Step 5 screen, from the demo account.

Transcript

In this lesson, you will add many people at once from a spreadsheet.

Open Import people from the menu. Save your spreadsheet as a CSV file. Choose the file, then click Upload and match columns.

The CRM shows each column from your file. Pick the CRM field for each one, like Full name, Email, or Phone.

Next comes a preview. Nothing is saved yet. Each row says if it is new, a likely duplicate, or has a problem.

Pick what to do with duplicates. Skip them, or link them to the person you already have. The CRM never makes a second copy.

Click the Add button. The results show who was added and who was skipped. If you made a mistake, Undo this import archives the new people.

Next, learn how to keep your data clean.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.