Crelate offers several ways to import data: spreadsheets, resumes, email, and social profiles through the Chrome extension.
How can I import data into Crelate?
Spreadsheets with Import Data+: import Contacts, Companies, Opportunities, Leads, and notes from a spreadsheet, and map your columns to Crelate fields. Use Insert Only to add new records, or Insert And Update to also update existing Contacts and Companies. See Importing a Spreadsheet and Import Data+.
Resumes: import many resumes at once to create Contacts. See Importing Resumes.
Reparse Resumes: update an existing Contact from a resume. See Reparse Resumes & Update Contacts.
Email: forward resumes to Crelate to create Contacts. See Forwarding Resumes via Email.
Chrome extension: import profiles from social sites. See Using the Crelate Chrome AI Talent Assistant.
Which import method should I use?
A list of people or companies in a spreadsheet: use Import Data+.
Resumes: import them directly, or forward them by email.
One profile from LinkedIn or another site: use the Chrome extension.
Updating Contacts or Companies you already have: use Insert And Update in Import Data+.
Key takeaway
Spreadsheets are imported with Import Data+, which offers Insert Only to add new records and Insert And Update to update existing Contacts and Companies. Resumes, email, and the Chrome extension each have their own import path.