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Importing data

Importing a spreadsheet

Bring deals across from any spreadsheet — Excel, Google Sheets, CSV — with AI column mapping.

Last updated 20 June 2026

If your data isn't in SalesLogs, you can still import it. Autopilot accepts any CSV or XLSX and uses AI to figure out which columns map to which deal fields.

How to import

Settings → Import data (or /settings/import).

  1. Upload your file. Drop a CSV or XLSX. Autopilot reads the first 50 rows to figure out structure.
  2. Review the column mapping. Each source column gets matched to a deal field. AI does the first pass; you confirm or override.
  3. Preview the deals. A side-by-side shows what each row will become. Fix anything that looks wrong.
  4. Commit. Deals get created. Anything that didn't import (validation errors) is downloadable as a CSV so you can fix and re-upload.

What gets mapped automatically

Out of the box, Autopilot recognises common columns:

  • Customer name, phone, email, address
  • Vehicle make, model, year, colour, variant, VIN, kilometres
  • Deal date, delivery date, invoice date
  • Sale price, cost price, deposit, trade allowance, gross profit, margin
  • Finance status, finance company, lender
  • Salesperson name (matched to your team — see below)

Anything else gets routed to a custom field automatically (or you can drop it).

Matching salespeople

If your spreadsheet has a salesperson column, Autopilot matches names to your team members. Exact matches go through silently. Fuzzy matches (e.g. "J Doe" matched against "Jane Doe") show a confirm dialog. Names with no match either get assigned to "Unassigned" or you can pick from a dropdown row-by-row.

Custom fields

If your spreadsheet has columns Autopilot doesn't have built-in fields for — say paint_protection_sold, dealer_referral_code, dms_id — the AI infers the type (text / number / date / yes-no) and adds them to your deal form. They become first-class fields you can sort, filter, and report on.

You can review newly-created custom fields in Settings → Deal form → Custom fields before they're committed.

Common gotchas

  • Currency fields with $ — fine. Autopilot strips them.
  • Dates in any common format — fine. We try YYYY-MM-DD, DD/MM/YYYY, MM/DD/YYYY, and ISO timestamps.
  • Blank rows — silently skipped.
  • Duplicate deal numbers — your existing numbering scheme is honoured; if a row has a deal number, it's kept. Otherwise Autopilot generates one using your dealership's prefix.
  • More than 5,000 rows — split into batches. The importer handles up to 5k per file comfortably.

After import

Imported deals land in your sales log immediately. They keep their original status (delivered deals stay delivered; open deals are still open). You can edit any of them in the normal deal form.

If you want to migrate from SalesLogs specifically, see Migrating from SalesLogs — there's a hand-tuned mapper for that format.