Bulk Excel Import

Import 5,000+ Leads in One Upload

Expo lists, chemist directories and old spreadsheets go straight into the pipeline, de-duplicated by phone number and tagged so you know where each one came from.

How does bulk Excel import work?

Upload an Excel or CSV file of 5,000 or more records. Allota AI checks each phone number against existing leads, skips duplicates, tags the batch with a source label such as an expo name, and assigns the new leads. You can export the whole lead book to Excel in one click.

5,000+Per upload
Excel · CSVFormats
Phone-matchedDuplicates
One clickExport
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Works with Google Drive· Meta Lead Ads· Instagram· WhatsApp Cloud API· IndiaMART· Marg ERP 9+· Busy· Excel
app.allota.inReal screen · sample data
Lead Center with Excel import and export controls
Excel import and one-click export sit right in the Lead Center.
How it works

Watch Bulk Excel Import work.

1

Drop your file

Excel or CSV, 5,000+ records in one go.

2

Numbers checked

Each phone number is matched against existing leads.

3

Duplicates skipped

New records tagged with your batch label.

4

Assigned and exportable

Route to reps, export the lead book any time.

Who it is for

One module, three people who benefit.

For Sales heads

Put an expo list to work the same day.

For Reps & telecallers

Fresh leads land in your queue, de-duplicated.

For Founders & admins

Import 5,000+ records and export on demand.

The problem

Lists arrive as files, not as leads

After an expo or a purchased directory, you hold a spreadsheet that nobody has time to clean, split between reps and track.

Files pile up

Sheets sit in folders and are never called.

Duplicates

The same distributor appears in three lists.

No source label

Weeks later nobody knows which expo a lead came from.

Import

Drag in the whole list

Upload an .xlsx, .xls or .csv file. Records are matched on phone number so existing leads are not duplicated.

  • 5,000+ records per upload
  • Automatic phone de-duplication
  • Source tag for the batch, for example an expo name
Export

Take your lead book with you

Export your full lead list to Excel in one click whenever you need a report or a backup.

  • One-click export
  • Works with filters

See this running on your own numbers

Twenty minutes, screen shared. We open a real call brief and walk the workspace — no slide deck.

Compared

Bulk import vs manual entry

Typing leads inCopy-pasteAllota AI import
5,000 recordsDaysHours, error-proneOne upload
DuplicatesMissedMissedPhone-matched
Source tagOptionalOptionalPer batch
At a glance

Bulk import — specification

Formats.xlsx · .xls · .csv
Size5,000+ records per upload
Duplicate rulePhone-number match
ExportWhole lead book to Excel
What changes

What changes once lists become leads

Lists get called

Imported leads are assigned and tracked.

Clean database

Duplicates are blocked at the door.

Source results

Compare expo and directory lists to find what pays.

Under3 secfrom finished call to brief
Connects5lead sources, one pipeline
Imports5,000+records per upload
Stores0call audio on our servers

Last updated

More resources

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Questions

Frequently asked questions

How many records can I upload?
Over 5,000 in a single Excel or CSV upload.
What happens to numbers already in the system?
They are matched by phone number so a second record is not created.
Keep exploring

Where to next

Get a callback

Want this running for your team?

Tell us your business name and a number. We will call you back, usually the same working day, and show Allota AI on a real call brief.

  • 20-minute demo on your own scenario
  • Hinglish call summaries, lead classification, follow-ups
  • No obligation. Pricing is quoted only if you ask

Turn your spreadsheet into a pipeline

Book a 20-minute demo. We'll walk you through a real call brief, the Lead Center and the AI assistant — on your own numbers.

Chat with us

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