Sales Data Importer (CSV → CRM)
Import, Clean & Sync Sales Data into Your CRM Instantly
CSV sales data to CRM importer
See (Sales Data Importer (CSV → CRM)) In Action
The Sales Data Importer (CSV → CRM) by Kriatix enables businesses to seamlessly upload, validate, and sync sales data from CSV files directly into their CRM systems. Designed to eliminate manual data entry and errors, this solution ensures your leads, contacts, and deal records are always accurate, structured, and ready for action—whether you’re migrating data or performing routine imports.
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What Is the Sales Data Importer?
The Sales Data Importer is a ready-to-use data ingestion solution that allows teams to upload CSV files and automatically map, validate, and push sales data into CRM objects such as leads, contacts, accounts, and opportunities. Built on the Kriatix AI platform, it ensures clean data, prevents duplicates, and maintains CRM consistency—without complex setup.
Who Is It For?
| Role | How They Benefit |
|---|---|
| Sales Teams | Quickly upload leads and deal data without errors |
| Operations Teams | Ensure clean, standardized CRM data |
| RevOps Teams | Automate data migration and CRM updates |
| Agencies | Import client sales data at scale |
| Data Managers | Validate and control large-volume CRM imports |
Key Features
- CSV upload with smart field mapping
- Duplicate detection and data validation
- Bulk import for leads, contacts, and deals
- Custom field and object support
- Import status tracking and error logs
- Data preview before final sync
- Role-based import permissions
Benefits
- Eliminate manual CRM data entry
- Reduce data errors and inconsistencies
- Accelerate sales data onboarding
- Maintain a clean and reliable CRM
- Support large-volume data imports
- Save time for sales and operations teams
How It Works
- Upload CSV File – Select your sales data file
- Map CRM Fields – Auto-map or manually align columns
- Validate Data – Detect duplicates and formatting issues
- Preview Records – Review before importing
- Sync to CRM – Import data with real-time status updates
Add-ons & Integrations
- CRM Data Deduplication Engine
- Data Quality Monitoring Dashboard
- Salesforce & HubSpot Connectors
- Custom CRM API Integration
- Zapier Automation Support
Deployment & Access
- Web-based import interface
- Secure cloud-hosted deployment
- On-premise option available
- Enterprise-ready with white-label support
What Our Partners Are Saying
"Company AI-powered interfaces have been praised for their usability ,Through exhaustive research and advanced automation, Kriatix made the application fluid, accessible, and future-ready for all users. The team adapted quickly to deliver complex AI-driven tasks and independently developed creative, detailed solutions. Their AI chatbot services stood out in particular — seamlessly integrating conversational AI that enhanced user engagement and streamlined support."
Amit Kumar
Co-Founder, Venture Transform Strategy Consulting LLP
"Kriatix.ai delivered the AI-powered application on time, leveraging Agile methodology to ensure flexibility and efficiency. The team conducted bi-weekly demos, keeping the project transparent and aligned with our goals. Using Jira, GitHub, and Slack, they maintained flawless communication and streamlined project management.Their integration of AI chatbots for real-time feedback loops accelerated our release cycle by nearly 25% and reduced manual validation efforts by 40%, resulting in a smoother, faster, and higher-quality delivery."
Sumit Kumar
CEO, HImalayan Basket Private Limiteds
"The AI-powered website delivered by Kriatix.ai is both visually appealing and high-performing they built a website that not only impressed us with its sleek design but also outperformed our expectations in speed and functionality. Their team worked as true partners—creative, experienced, and highly attentive to every detail.By integrating AI personalization and intelligent chatbots, the website now adapts to user behavior in real time, leading to a 35% increase in engagement and a 25% reduction in support queries."
Sneha Das
CEO, Ittisa
"Kriatix.ai completed the deliverables with excellence, often going the extra mile by suggesting AI-driven alternatives to our change requests. The workflow was seamless, with the team being timely and proactive in addressing every issue. They set realistic expectations, built intelligent automation into our processes, and delivered results with superb quality.Their AI chatbot integration not only streamlined support but also improved responsiveness, ensuring our users always received accurate and instant assistance."
Gururaj Mahale
Director of Growth Marketing, SYNERGOS
Frequently Asked Questions
What CRM platforms are supported?
The importer supports major CRMs and custom systems via APIs.
Can I import large CSV files?
Yes, the system supports bulk uploads with thousands of records.
How does duplicate detection work?
It checks key identifiers like email, phone, or custom fields.
Can I map custom CRM fields?
Yes, all standard and custom fields are supported.
Is my data secure during import?
Yes, all data is encrypted and processed securely.
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