Excel & CSV Import

Import Leads in Bulk from Excel and CSV Files

Upload an Excel or CSV file to bring lead lists into Avinix CRM. The import checks for duplicate leads inside the file and against records already in the CRM, then auto-distributes new leads among team members so follow-up can start from one inbox.

  • Upload Excel (.xlsx) and CSV files to bring leads into the CRM
  • Detect duplicate leads inside the Excel or CSV file
  • Detect leads that already exist in Avinix CRM
  • Auto-distribute new leads among team members
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Do Not Import the Same Lead Twice

Spreadsheet lists are rarely clean. The same enquiry can sit twice in the file, or already exist in the CRM. If every row is created as new, the team wastes time and two people may call the same person.

  • The same phone number appears twice in the spreadsheet and becomes two CRM records
  • A list from last month is imported again and duplicates leads already in the CRM
  • Someone spends an hour assigning rows by hand after every upload
  • A few reps get the whole file while others sit idle

Bulk import checks duplicates in the file and in the CRM, then auto-distributes only the new leads among team members.

How Bulk Lead Import Works

Use Excel or CSV. The import finds duplicates in the file and in the CRM, then distributes new leads across the team.

  1. Step 1

    Upload the Excel or CSV file

    Use the event sheet, campaign export, or contact list you already have. No need to type records one by one.

  2. Step 2

    Detect duplicates in the file

    Avinix CRM checks the Excel or CSV for repeated leads inside the same upload so the same row is not created twice.

  3. Step 3

    Detect duplicates already in the CRM

    The import also checks against leads that already exist in Avinix CRM, so an older list does not recreate known prospects.

  4. Step 4

    Auto-distribute new leads to the team

    Unique new leads are distributed among team members automatically, so each record has an owner and follow-up can start.

What Happens During Import

Duplicates inside the file

Repeated rows in the same Excel or CSV upload are detected so one enquiry does not become two records.

Duplicates already in the CRM

Leads that already exist in Avinix CRM are flagged so an older list does not recreate known prospects.

Auto-distribution to the team

New unique leads are shared among team members automatically, without assigning each row by hand.

One inbox after upload

Imported leads sit next to website, WhatsApp, and portal enquiries, each with an owner.

Follow-up can start immediately

Calls, tasks, and reminders go on the assigned record so the list does not sit unowned.

Pipeline after the spreadsheet

Move distributed leads through your sales stages instead of working the file in Excel.

Who This Is For

  • Teams moving off Excel or Google Sheets without creating duplicate records
  • Managers importing event or campaign lists and splitting them across the floor
  • SMEs consolidating multiple spreadsheets without re-entering the same phone twice
  • Sales teams that need imported leads assigned automatically instead of by hand

Related Features

Lead Management

Capture, assign, and track every enquiry on one record — from import, ads, WhatsApp, and portal sources through follow-up.

Auto Lead Distribution

Automatically distribute leads among team members using a defined ratio so every enquiry has an owner.

Follow-Up Management

Keep calls, meetings, and the next action on the lead so follow-up is owned — not left in a notebook or chat.

Team Management

Give the floor owners, roles, and visible work — then review activity without reconstructing a weekly report.

Frequently Asked Questions

Yes. Avinix CRM supports Excel import so you can migrate existing contact and lead data into the platform instead of entering records one by one.

Ready to Move Your Lead Lists Into the CRM?

Import Excel and CSV files, skip duplicates, and auto-distribute new leads to your team.

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