Import leads, contacts, and deals from CSV files with intelligent field mapping, deduplication, and validation.
SkedX supports bulk importing of leads, contacts, deals, and companies from CSV and Excel files. The import engine handles files with over 100,000 rows using chunked background processing, so your browser never freezes during large imports.
Preparing your file
Before importing, ensure your CSV file has a header row with column names. SkedX accepts common field names like "Name", "Email", "Phone", "Company", and "Deal Value". Remove any completely empty rows and ensure date fields follow ISO 8601 format (YYYY-MM-DD) or US format (MM/DD/YYYY).
Starting an import
Navigate to the module you want to import into (Leads, Contacts, or Deals) and click Import > Upload CSV. Drag and drop your file or click to browse. SkedX previews the first 10 rows so you can verify the data looks correct before proceeding.
Field mapping
The AI-powered field mapper automatically matches your CSV columns to SkedX fields. For example, a column named "Full Name" maps to the "Name" field, and "Mobile" maps to "Phone". Review the auto-mapped fields and manually adjust any that were not matched correctly. You can also map columns to custom fields you have created.
Deduplication
SkedX checks for duplicates based on the matching criteria you select — typically email address or phone number. When duplicates are found, you can choose to skip them, overwrite existing records, or merge fields. The merge option keeps existing data and only fills in blank fields from the import.
Validation & error handling
During import, SkedX validates email formats, phone number patterns, required fields, and data types. Invalid rows are flagged and collected into a downloadable error report. You can fix these rows and re-import only the failed records without duplicating successful ones.
Background processing
For files over 5,000 rows, SkedX processes the import in the background. You will receive an email notification and an in-app alert when the import completes. The import history page shows status, row counts, success rate, and any errors for every past import.
