Import integration

Connect CSV / Excel Import workflows with Nexi.

Prepare and map supported CSV or Excel data for controlled import into the relevant Nexi records.

Import

CSV / Excel Import

Map structured files into a controlled Nexi import.

What Nexi connects

Keep the available provider context connected to the work that follows.

  • Structured CSV files
  • Supported Excel worksheets
  • Mapped CRM fields
  • Import validation results

Main workflows

How the connection fits into Nexi.

  1. 01

    Review the source file structure

  2. 02

    Clean and map supported columns

  3. 03

    Validate a sample

  4. 04

    Import the agreed records

Setup and connection

Prepare the file before the import runs.

The supported scope depends on file quality, record types, required fields and the target Nexi workspace structure.

  1. 01Review the source files
  2. 02Normalize required columns
  3. 03Map and validate a sample
  4. 04Run the agreed import

Factual capabilities

Defined around the supported connection.

  • Column mapping
  • Sample validation
  • Controlled import batches
  • Exception review

Related Nexi modules

Where the connected context can appear.

LeadsAccountsInventoryDealsDocuments

Availability and exact setup depend on provider access, account permissions and Nexi workspace configuration.

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Review the connection

Discuss CSV / Excel Import and your Nexi workflow.

We can review your source access, intended data flow and the supported setup for your brokerage.

Book a Demo