Import Data

Import records from CSV, Excel, JSON, XML, PDF, or image files into your CRM

Upload File

PDFs and images are processed with AI to automatically extract and map data to the selected entity type. Structured files (CSV, Excel, JSON) are parsed directly.

What Can Be Imported

Actor
Crew
Project
Location
Vendor
Invoice

Format Guide

CSV / Excel

First row must be column headers matching field names.

JSON

Array of objects, each representing one record.

PDF / Image

AI extracts data automatically — works with resumes, call sheets, and more.

Actor Fields

nameemailphonerole_typeday_ratestatusagent_nameskills