Importing From .CSV / Excel Files
Instructions
To import Companies, Contacts, Candidates or Jobs from a .csv / Excel File, please follow these steps:
Important: If your data is in Excel Format, you will need to Save your Excel files as CSV (Comma Separated Values) formats before doing the import.
- Login into Exelare Web.
- Open Contacts tab ( Active Contacts ).
- Click on New and choose Import from CSV.
- Click on Choose and browse the CSV file and click on Open.
- Under Import As, select the folder ( Like Contacts, Candidates, Companies or Jobs ).
- Select a Duplicate check Rule ( Do not import Duplicates or Allow Duplicates ) and click on Next.
- Map the fields under Exelare Columns appropriately.
- Scroll down and click on Finish to start the import process.
- Once done, close the Import CSV tab.
![Image: https://exelareweb.uservoice.com/assets/233282760/Import%20CSV%201.png](https://exelareweb.uservoice.com/assets/233282760/Import%20CSV%201.png)
![Image: https://exelareweb.uservoice.com/assets/233282790/Import%20CSV%202.png](https://exelareweb.uservoice.com/assets/233282790/Import%20CSV%202.png)
![Image: https://exelareweb.uservoice.com/assets/233282808/Import%20CSV%203.png](https://exelareweb.uservoice.com/assets/233282808/Import%20CSV%203.png)
![Image: https://exelareweb.uservoice.com/assets/233282814/Import%20CSV%204.png](https://exelareweb.uservoice.com/assets/233282814/Import%20CSV%204.png)
![Image: https://exelareweb.uservoice.com/assets/233282817/Import%20CSV%205.png](https://exelareweb.uservoice.com/assets/233282817/Import%20CSV%205.png)
![Image: https://exelareweb.uservoice.com/assets/233282829/Import%20CSV%206.png](https://exelareweb.uservoice.com/assets/233282829/Import%20CSV%206.png)
![Image: https://exelareweb.uservoice.com/assets/233282835/Import%20CSV%207.png](https://exelareweb.uservoice.com/assets/233282835/Import%20CSV%207.png)