Spreadsheet import for Zoho CRM
Bring the spreadsheet. We do the rest.
Sloose imports the spreadsheets people really have into your CRM: one sheet holding companies, contacts and deals, title and totals rows, names and addresses in one cell, picklist values spelled five ways. It creates linked records and matches them against the records you already hold. Its AI suggests a formula where a column needs a split, a join or a change of case. You can read it, see what it makes of every row, and run a dry run before anything is written.
Free for 14 days: every Business feature and 200 AI credits. No card needed. Zoho CRM today, more CRMs on the way.
What the video shows, step by step
- A spreadsheet with a title row, and a company, contact and deal on every row.
- Start an import, and pick the modules the rows feed.
- The header is found under the title, and the two rows above it skipped.
- Drafted without the AI: columns matched to fields by name, no credits spent.
- Companies are found by name, so one on two rows becomes one account.
- Each contact and deal is linked to the account its row names.
- Validate checks every row before anything is written.
- A dry run shows what each row would create, and writes nothing.
- Then the import itself.
- All 6 rows written: 5 accounts, 6 contacts and 6 deals, linked.
- And a results file: every row, with the ids of the records it made.
Import Excel and CSV files into your CRM as they are
Basic import tools expect one tidy file per record type, an id for every link, and values spelled the way your CRM spells them. Real files have none of that.
One sheet, three record types
Company, contact and deal on every row. Sloose imports all three in one go, links each contact and deal to its company, and makes a company on several rows one account when you match on its name.
One file, two ways
A title above the header, totals below
An exported report with a title row, subtotals and a grand total. Sloose finds the header row in a workbook and can drop the rows that are not records.
Messy spreadsheets
"N.S.W." when your CRM says "New South Wales"
Values spelled five ways for one picklist option. Each value can be translated to an option the field really has, and one left untranslated stops the run before it reaches your CRM.
AI mapping
Next month's file, with a column renamed
Start from a template and Sloose checks the new file against it for free, showing what still fits and what is new.
Templates
Why real data needs a different import tool · See the example files
Linked imports
Import contacts and accounts at the same time
One file can feed several modules. Sloose works out which record has to exist first, and each row's contact and deal are linked to the company on the same row. When several files link to each other, they run in the order their links need.
Update existing records
Update existing records without creating duplicates
For each module you choose how a row finds a record you already hold: by email, a member number, or a formula such as the email in lower case. You decide whether a match is updated, and when. If several records match, Sloose does not guess. It can stop on that row and ask you.
AI mapping
AI mapping that fixes the values, not just the columns
One press drafts the whole import. For each column the AI proposes a field, and a formula where the values need work: a full name split into first and last, a case changed, two columns joined. Every field it names is checked against your CRM's real fields. Nothing is used until you accept it.
Templates
A CRM import template for next month's file
Save an import as a template: its modules, match rules, mappings, value translations and filters. Next month, start from it. Sloose checks the new file against the template for free and shows what still fits, what is missing and what is new. You can ask the AI to fill only the gaps.
Check every record before it is written
Validate checks the whole import in your browser, for free, and each problem takes you to the place to fix it. A dry run writes nothing and shows, row by row, which records would be created and which updated. A dry run never counts as one of your plan's runs.
Works with your AI assistant
Connect an assistant that supports MCP, and it can prepare an import for you. It cannot run one. A person always reviews and runs the import in Sloose.
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Connect and allow
You allow the assistant into Sloose and choose which organisation it may work in.
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Read and propose
It reads your modules and fields, proposes how records are matched and mapped, and tests its formulas on sample rows.
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Save a template, then you run it
It validates and saves a template. You open it in Sloose, check it, try a dry run and run it.
MCP is included on the Business and Enterprise plans, and during a trial.
Connect the CRM you use
Available
Zoho CRM
Connect with one Zoho consent. Use Sloose at app.sloose.com, or add it as a tab inside Zoho CRM.
More CRMs on the way
Zoho CRM is the first. The next CRM will be listed here when it is ready.
Try Business free for 14 days. Paid plans from US$49 a month.
Founding offer: 30% off your first year of Team or Business with code FOUNDING30 at checkout. First 20 organisations, until Sunday 11 October 2026 (Sydney time).
The free plan has five runs a month of up to 500 rows each. Running an import never spends AI credits: not a dry run, not a retry, not running it again. Credits are spent only when you, or your assistant, ask Sloose's AI.
See one file go in, both ways
One realistic spreadsheet, imported by hand and with Sloose, step by step.