ProductPlatform
Spreadsheet to CRM, with every row checked.
Import customers, products, suppliers, team and old quotes from Excel. Templates guide each column, and every row shows its result.
The same customers, before and after the import.
Start with a small batch, check the result, then import the rest. Rows with a problem wait for a fix, and the rest import.
Beforecustomers-dubai-2026.xlsxcustomers-pune-2026.xlsx
AfterCustomers in Rekozo
Download the template
Each template lists the columns, a worked example and the choices your company allows.
The template tells your team what each column means before anyone types. The choice lists come from your own settings, such as your payment terms and industries. Fewer rows fail, because the sheet already uses your words.
Match your columns
Match each column in your sheet to a field in Rekozo. Columns you do not need are left out.
Your sheet does not need to look like ours. Columns for your own custom fields import too, when the heading matches the field name. A column that matches nothing is left out, so old notes do not fill the new records.
Check every row
Rekozo checks each row before the import. A row with a problem shows the reason, and the rest import.
One bad row does not stop the import. Each problem names the row number in your Excel file, so the fix is quick. A row that matches a record already in Rekozo is skipped, never copied twice.
Import the old quotes
Import past Won and Lost quotes. Reports and lost reasons start with years of history.
Each old quote keeps its close date and its outcome. A lost quote also keeps the lost reason and the competitor. Nobody is asked to approve a deal that closed years ago.
What this means for you
Start with a small batch, read the results, then import the rest. Your old file stays as it is, so nothing is lost if a row needs a second try. On the first day, the team works from clean records instead of three copies of the same customer list.
The price sheet becomes the catalog.
Products move with their cost and selling price. Large bills of quantities become quotes. Any list goes back to Excel.
Products in the catalog
What this means for you
When the catalog holds the cost and the price, every quote starts from the same numbers. A bill of quantities from a consultant becomes a priced quote without typing each line, and lines that are not in the catalog are listed for the rep. Every list exports to Excel, so you can take a copy of your data at any time.
Start with a pack for your kind of business.
A business pack brings stage names, fields and labels for your trade. The setup checklist shows what is left before the team starts.
You do not start from an empty screen. The pack adds stages and fields that suit your trade, and you can change any of them later. The checklist shows the owner what is still missing before the team starts.
- Packs for technology resale, distribution, maintenance and services.
- Rename any label to match the words your team uses.
- Guided tours show each person the screens they need.
- Technology resale
- Trading and distributionChosen
- Service and maintenance
- Professional services
- Company and tax detailsDone
- Import customers398 created
- Import the catalog642 products
- Approval ruleMargin below 22%
- Invite the teamNext
How it works in your business
Faisal Haddad runs a security integrator in Dubai. The customers, the price sheet and the old quotes live in Excel. Here is how the business moves into Rekozo.Arjun Mehta runs a security integrator in Pune. The customers, the price sheet and the old quotes live in Excel. Here is how the business moves into Rekozo.
Choose the pack and the rules
Faisal chooses the pack closest to the business and renames the labels the team does not use. He enters the company tax details and one approval rule, a margin below 22%.Arjun chooses the pack closest to the business and renames the labels the team does not use. He enters the company tax details and one approval rule, a margin below 22%.
Import the customers
Priya Nair copies 412 rows from customers-dubai-2026.xlsx into the customer template. Rekozo creates 398 customers. 11 rows match customers already in Rekozo and are skipped. 3 rows need a fix, for example a TRN with too few digits.Priya Nair copies 412 rows from customers-pune-2026.xlsx into the customer template. Rekozo creates 398 customers. 11 rows match customers already in Rekozo and are skipped. 3 rows need a fix, for example a GSTIN with too few characters.
Import the catalog and the history
The price sheet becomes 642 products, each with a cost and a selling price. Next, past won and lost quotes are imported, so the reports start with real win rates and real lost reasons.
Invite the team
Team members import from a sheet too, and each person receives an invitation to set a password. On the first day, Rahul Menon quotes Al Noor Facilities from the catalog, and the margin rule already applies.Team members import from a sheet too, and each person receives an invitation to set a password. On the first day, Rahul Menon quotes Sharma Facilities from the catalog, and the margin rule already applies.
Questions buyers ask
Can Rekozo import spreadsheet data?
Yes. Rekozo imports customers, products, suppliers, team members and historical quotes. Each import has a template and shows a result for every row.
Can we import our old quotes?
Yes. Historical Won and Lost quotes import from a spreadsheet. Open deals are created in Rekozo directly, so the live pipeline starts clean.
Do we need to change how our team works?
No. Your team still quotes, follows up, collects the PO and chases payment. Rekozo gives each step a place, with your own stage names and labels. Start with the pack closest to your trade and rename anything that does not fit.
What happens if we import the same file twice?
Rekozo skips any row that matches a record already there. Customers and suppliers match by name, products by product code or name, and team members by email. Nothing is copied twice and nothing is overwritten.
Can we use Google Sheets?
Yes. Download the sheet from Google Sheets as an Excel file, then import the file with the same template.
Can we export our data again?
Yes. Every list exports to Excel, and the catalog exports with prices and costs.
Bring one real quote to the demo.
We will build the quote in Rekozo with you, with your margin rule and your tax.
Or start a free trial for 30 days. Every feature, up to 5 users.