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Excel Import
Files are read inside this browser. Nothing is uploaded anywhere.
1. Choose file
Reads the “Daily Report” (leads) and “Rushi Orders” (orders) sheets.
Expected columns
Header names are matched automatically
Daily Report → Leads
Date, Customer Name, Company Name, Mobile, City/Area, Source, Feedback, Requirement, First Follow-up, Second Follow-up, Final Follow-up, Status, Product, Purity, Quantity
Rushi Orders → Orders
Date, Customer Name, Company Name, Mobile, Source, Product, Purity, Quantity (weight), Order Value, Payment Status
- Optional: Priority, Owner, Next Follow-up, Delivery Status.
- Dates may be Excel dates or DD/MM/YYYY text.
- Rows already in the tracker (same mobile, date and source) are skipped as duplicates.
- Rows without a name, company and mobile are skipped.
