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Smart Data Import

Import contacts, products and deadlines from CSV and Excel in a few clicks. AI automatically maps columns and recognizes your data.

Everything You Need

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Automatic AI mapping

AI analyzes your file columns and automatically maps them to the right fields. No manual configuration needed.

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Linked multi-file import

Upload multiple files at once to link data across them. For example a contacts file and a deadlines file: references are resolved automatically.

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Contact reconciliation

Automatically recognizes contacts already in your database using fuzzy matching and lets you choose whether to link or create a new contact.

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Multi-table in one click

A single file can populate contacts, products and deadlines simultaneously. The system automatically detects which tables to populate.

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Smart normalization

Automatically converts UPPERCASE to Title Case, dates to standard format, recurrences to recognized values. Your data is clean from the first import.

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Safe and reviewable import

Full preview before importing. Configurable duplicate handling: skip, overwrite or allow. Only administrators can import.

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  • check_circle Migrate data from your old software in minutes, not days
  • check_circle AI eliminates manual column mapping work — save hours
  • check_circle Import linked files: clients + policies, suppliers + products
  • check_circle Zero errors with preview, reconciliation and automatic normalization
  • check_circle Supports CSV, XLS and XLSX — any export is compatible

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Which file formats are supported? expand_more

CSV (comma-separated values), XLS (Excel 97-2003) and XLSX (modern Excel). Any spreadsheet can be imported.

Is AI required for importing? expand_more

No. The system auto-detects tables and maps columns even without AI. AI improves mapping accuracy, especially with non-standard column names.

Can I import multiple linked files? expand_more

Yes! This is the key feature. For example: a file with contacts and a file with deadlines referencing those contacts by name. The system resolves references automatically.

How does contact reconciliation work? expand_more

Before importing, the system compares names in the file with existing contacts using a fuzzy matching algorithm (Dice coefficient). You can choose case by case whether to link to an existing contact or create a new one.

What if my file has different column names? expand_more

No problem. AI analyzes column contents (not just names) to understand what they contain. 'Company Name', 'Azienda', 'Firma', 'Entreprise' are all recognized as company name.

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