Lingdonggu
中ENGet startedStarting guide

Customer information preview and import

Information comes in.Preview first. Then import.

Separate information preparation from final entry to leave room for checks and edits.

LDG-017Implemented; configuration required
See how to use it
Lingdonggu blank bulk-customer-import form with file selection, paste field, and guidance before human confirmation
Customer information import entry· Real system screenshot

No pasted information, file selection, or AI recognition occurred. No preview was generated and no customer information saved. Formats and size are original entry conditions; actual import requires permission and service checks.

See this feature's highlights.

real work.
Details worth exploring.

Paste text or choose a file.

Paste customer information or select a CSV, TSV or TXT file.

See the actual steps

Preview and edit each row.

Review the row-by-row preview and edit company and contact fields.

See the actual steps

Confirm before importing.

Confirm import after checking, then review the customer profiles.

See how to check

Use it for this specific task.

Before adding information to customer profiles, preview and correct it row by row.

See application scenarios

Finish this step. Continue to the next.

Check customer records after import. If suspected duplicates appear, continue with the difference review and merge process.

See application scenarios

Paste text or choose a file.
Preview and edit each row.

Separate information preparation from final entry to leave room for checks and edits.

This feature's focus3

supported file formats

Source: customer preview import supports CSV, TSV, and TXT. Files are limited to 5 MB; non-tabular recognition requires AI readiness.

Complete steps

From the start.
To the next step.

Paste information or select CSV, TSV or TXT files. Preview and edit first, then confirm import. Files are limited to 5 MB. Rules parse tables; AI recognition of unstructured information requires a ready service.

01

Paste customer information or select a CSV, TSV or TXT file.

02

Review the row-by-row preview and edit company and contact fields.

03

Confirm import after checking, then review the customer profiles.

Explain the feature through real work

This time.
Preview first.

Suppose a row in a spreadsheet has a company name and email in the wrong columns.

Hypothetical scenario · Feature explanation, not a customer case or completed AI result
Previous handling steps

Import the whole file directly and search for errors afterward.

With this feature

Edit that row in the preview, then confirm it for the customer profile.

When to use it

Prepare first.
Make this task specific.

Before adding information to customer profiles, preview and correct it row by row.

01

Input material

pasted text or CSV, TSV and TXT files.

02

Fields to check

company, contact and corresponding contact details. Files must not exceed 5 MB.

Understand the tool and human handling separately

What the tool handles.
What you decide.

Feature assistance

Paste text or choose a file.

Separate information preparation from final entry to leave room for checks and edits.

Review the row-by-row preview and edit company and contact fields.

Your review

3 key points.
After confirmation, continue.

  1. Preview every row and correct misalignment or recognition errors.
  2. Rule-based parsing and AI recognition of unstructured information have different usage conditions.
  3. Before confirming the import, exclude information with unclear identities or unknown sources.

This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.

Connect the work from step to step

Make this step clear.
Connect the next step.

Check customer records after import. If suspected duplicates appear, continue with the difference review and merge process.

Return to Xunqi and CRM customer management for the complete workflow

Understand before use

Bring the actual conditions.
Continue this step of the work.

Maximum file size is 5 MB. Tables support rule-based parsing; AI recognition of unstructured information requires ready services and benefits.

Product facts and FAQsBack to the product feature directory

More details in this product

Duplicate customer checks and merging

Keep the comparison process before removing duplicates to reduce the risk of losing business context prematurely.

Explore this feature on its own