Import data

Before importing, check your file structure. Ensure your file's columns match those in Dalil AI - if necessary, create custom fields beforehand to prevent mapping issues.
Avoid duplication by reviewing your data before uploading to eliminate duplicate entries
Use consistent formatting across your Excel or CSV files for smooth processing.

Step 1: Locate the Import button

Start by navigating to the relevant entity—Leads, Contacts, Accounts, or Deals, and find the IMPORT button in the top-left corner of the table view. Click this button to initiate the import process.

Step 2: Select your file

After clicking IMPORT, a popup window will appear. You can either:

Click to browse your computer and select the desired Excel or CSV file OR
Drag and drop the file directly into the popup window for added convenience.

If your file contains multiple sheets, you will be prompted to choose the sheet to import.

Step 3: Choose import destination

Select the relevant entity (Leads, Contacts, Accounts, or Deals).
Specify the group within that section to organize your data effectively (or create a new group).

Click Upload to proceed.

Step 4: AI-powered column mapping

Dalil smart mapping feature automatically detects and matches the columns in your file with existing CRM fields.

Review the mapping to ensure accuracy:

If all columns match correctly, proceed to the next step
If adjustments are needed, verify the existing headers in the group where the data will be imported
You can directly correct any record information (singularly or in bulk) before finalizing the import

Step 5: Resolve data field mismatches

This step ensures smooth data integration without errors or inconsistencies.

Step 6: Review and finalize

After resolving mismatches, review the final data mapping. Once everything looks correct, click Import. Your data will automatically flow into the selected group and become accessible in the CRM.

Step 7: Optional customization

If newly imported data appears incorrectly mapped to Stages or other fields, you can fix this using Dalil's

Customization feature: modify column names and labels directly on your table or navigate to the customization settings to order and add columns as needed.

2. Import from Zapier or Make integrations

Refer to the automation module for this (coming soon)

3. Ask Dalil

Dalil AI can create, edit, and update records – including leads, contacts, accounts, and deals – with simple chat commands to our chat.

Your AI Assistant will keep track of important details through notes and interactions while you focus on conversations.

Effective commands to try

Here are some proven prompts to get you started:

“Add a new lead named Sarah Brown with email sarah.brown@example.com and phone number +1234567890.”
“Create a deal for $15,000 with Acme Corp in the Proposal stage.”
“Create a contact named Lisa Brown, working for Tech Solutions, set her role as Procurement Officer, email lisa.brown@techsolutions.com, and add a note: ‘Discussed pricing during the last meeting.’”
“Add a new lead named John Adams from LinkedIn, position Sales Manager, email john.adams@company.com, phone +123456789, and link it to the high-priority group.”
“Add a new account for Green Energy Solutions, industry type Renewable Energy, location Los Angeles, and tag it as Enterprise.”

Leads ›