Overview

SettingsImport

The Import page lets you upload records in bulk from CSV or XLSX spreadsheet files. A 4-step wizard guides you through selecting a module, uploading a file, mapping columns to fields, and importing the data.

Step	What You Do
1. Upload	Select the target module from the dropdown, then upload a CSV or XLSX file.
2. Map Fields	Match each column in your spreadsheet to a field in the module. Auto-mapping suggests matches based on column names.
3. Review	Preview all records with validation results. Fix any errors before proceeding.
4. Import	Confirm and run the import. Records are created in batches with progress tracking.

Step 1 — Upload

Start by selecting the target module and uploading your spreadsheet file. The system accepts CSV, XLSX, and XLS formats.

Import wizard Step 1 showing the target module dropdown and file upload area — Select a module and upload your spreadsheet file

Element	Description
Target Module	Dropdown to select which module receives the imported records (e.g., Deals, Contacts, Leads).
Upload File	Click to browse for a CSV or XLSX file. Drag-and-drop is also supported.
Preview Table	After uploading, shows the first 5 rows so you can verify the file was parsed correctly.
Next	Proceeds to field mapping. Disabled until a file is uploaded.

Once a file is uploaded, you'll see a preview showing the row count, column count, and file format along with sample data.

Import wizard showing a successfully uploaded CSV file with 10 rows and 6 columns, plus a data preview table — File uploaded — preview confirms 10 rows and 6 columns were detected

️ Tip: Make sure your spreadsheet's first row contains column headers. The system uses these headers to suggest field mappings in step 2.

Step 2 — Map Fields

In this step, you map each column from your spreadsheet to a field in the target module. The system auto-maps columns whose names closely match existing field names.

Import wizard Step 2 showing column-to-field mapping with auto-mapped fields and sample values — Auto-mapping matched 5 of 6 columns — the misspelled 'probablity' column needs manual mapping

Element	Description
Column Name	The header from your spreadsheet file.
Sample Values	A preview of the first few values in that column.
Field Dropdown	Select which module field this column maps to, or choose "Don't import" to skip it.
Field Type	Shows the data type of the mapped field (STRING, CURRENCY, DATE, etc.).
Auto-map	Button to re-run automatic mapping based on column name similarity.

Once all columns are mapped (or explicitly skipped), the summary at the bottom shows how many columns will be imported vs. skipped.

Import wizard Step 2 with all 6 columns successfully mapped to module fields — All 6 columns mapped — ready to proceed to review

️ Tip: You can set default values for mapped fields using the settings icon next to each mapping. This fills in a value for any empty cells in that column.

Step 3 — Review

The review step shows all records with their mapped values and validation status. Records that pass validation are marked as valid; any with errors are flagged so you can go back and fix them.

Import wizard Step 3 showing a review table with all 10 records passing validation — All 10 records passed validation — the green banner confirms you can proceed

Element	Description
Validation Banner	Shows whether all records passed or if some have errors. Green means ready to import.
Column Headers	Shows the module field name with an arrow indicating which CSV column it came from.
Data Table	Full preview of all records as they will be imported.
Valid/Error Tabs	Filter to see only valid rows or only rows with errors.

️ Important: If any records have validation errors, you can still proceed — but only valid records will be imported. Download the error report to fix and re-import failed rows later.

Step 4 — Import

The final step shows a summary of how many records will be imported and in how many batches. Click "Start Import" to begin the process.

Import wizard Step 4 showing 10 records ready to import in 1 batch with a Start Import button — Ready to import — 10 records will be processed in 1 batch

Element	Description
Record Count	Total number of valid records that will be created.
Batch Count	Records are imported in batches for reliability. Large files use multiple batches.
Start Import	Begins the import process. Shows a progress bar during execution.
Back	Returns to the review step if you need to make changes.

During import, a progress bar shows how many records have been processed. Once complete, you'll see a summary with success and failure counts. If any records failed, you can download a CSV of the failures to fix and re-import.

️ Tip: You can cancel an in-progress import at any time. Records already created will remain — only pending batches are stopped.

Real-World Use Case

Accounting firm migrating client data from spreadsheets

An accounting firm has been tracking 500+ clients in Excel for years. They're moving to Xtend.One and need to bring all that historical data in without manually re-entering every record.

1Export the Excel workbook as a CSV file (one sheet per module — Clients, Engagements, Invoices)
2Start with the Clients module: upload the CSV and verify the preview shows correct columns
3Map columns: "Company Name" → Name, "Tax ID" → Tax Identifier, "Primary Contact" → Contact Person, "Annual Revenue" → Revenue
4Set a default value for the "Status" field: "Active" (since the spreadsheet didn't track this)
5Review the validation results — fix any rows with missing required fields
6Import the 500 client records in batches
7Repeat for Engagements and Invoices, using Lookup fields to link them to the imported Clients

Adapt this for your team: Any team moving off spreadsheets or another system can use Import. A school migrating student records, a nonprofit importing donor lists, a logistics company bringing in shipment history — the 4-step wizard handles the mapping regardless of how your source data is structured.

Common Workflow

Import data from a spreadsheet

1Go to Settings → Import
2Select the target module from the dropdown (e.g., Deals, Contacts)
3Click "Upload File" and select your CSV or XLSX file — verify the preview looks correct
4Click "Next" to proceed to field mapping
5Review the auto-mapped columns. Manually map any unmatched columns using the dropdown, or set them to "Don't import"
6Click "Next" to review — check the validation banner for any errors
7Click "Next" again to reach the import confirmation screen
8Click "Start Import" to begin. Monitor the progress bar until complete