We can accept data in a couple of different formats: Custom Data spreadsheets and Rex Template spreadsheets.
The deadline for the return of the Rex Template spreadsheets is 5pm on each of the dates listed below. It is best to return the spreadsheets as soon as possible, as this allows us to check the data for any issues that need to be fixed before the deadline. Any data imports received after the deadline will be queued for the following month's import.
Upcoming Scheduled Data Import Deadlines
- September Import - Submit spreadsheets by August 31st, 2026. Import week will commence on September 7th, 2026.
- October Import - Submit spreadsheets by September 28th, 2026. Import week will commence on October 5th, 2026.
- November Import - Submit spreadsheets by October 26th, 2026. Import week will commence on November 2nd, 2026.
- December Import - Submit spreadsheets by November 30th, 2026. Import week will commence on December 7th, 2026.
Alternatively, we can arrange for a Priority data import. This import is $300+GST with a 5 business day turnaround.
Rex Import Tool - Submitting your Data
Please Note: To submit your data using our Rex Import tool, you must use the Rex Spreadsheet Templates (available for download at the bottom of this article). If you do not wish to use these templates, please refer to the 'Custom Data Imports' section of this article.
The import tool is currently only available for AU/NZ customers. If you are a UK client, please refer to Data In Rex: UK Data Import (Free and Paid) or send your data to your main contact in Rex, who can help assist with your import.
If you would like to import your data into Rex, action the following steps:
- Login to our Rex Import Tool with your Rex user's details
- Click Start New Import
- Enter in the name (example, Agency Name_User Name)
- Click Submit
This will create an Import for you. From here, you can add one of each type of spreadsheet.
- Click Add New Spreadsheet
- Select the File Type (People, Companies etc.)
- Drag or click to upload the spreadsheet
- Click Upload File
Please Note: we recommend uploading files in the format CSV or XLSX.
Within the column status, you will either see:
- Ready - The spreadsheet is in great condition and is ready to be imported into your Rex account
- Warning - The spreadsheet can be imported, however the system has picked up on some unusual data (for example, a contact's mobile number has an extra number, or an email address does not have the @ symbol)
- Error - A row of data will not import because it is either missing information or has been entered incorrectly
- Blocking Error - There is an issue with the spreadsheet file and it needs to be amended
If you have received a status other than Ready, click the Status to view the errors. From here, you will be able to see what needs amending.
Please Note: You have the option to Update Spreadsheet in the top right-hand corner.
Once you have made any changes that may be required and you are happy with your data, you will need to proceed with the Settings for the spreadsheets. These Settings will tell the Imports team if you would like to merge or skip duplicate records (for more on how merging behaves, see Contacts: Record Deduplication (Merging Records)). To do this:
Please Note: You will need to follow the below steps even if your data showed no errors.
- Open your import/file
- In the top right-hand corner, select Update Settings
- According to the file type, the prompts will be different. Follow the questions and tick the option
- Click Save
- Repeat for multiple spreadsheets
Once the import's spreadsheet Settings have been entered, you will need to submit your spreadsheet. To do this, go back to your import by clicking on the name highlighted in blue at the top, or simply select 'back' on your browser. From here, select Submit > Confirm Submission.
Please Note: Once you click Confirm Submission, it will be queued and sent to the Imports team. If you wish to stop the Import or change something, please reach out to support@rexsoftware.com.
Custom Data Imports
We are able to import custom Excel spreadsheets for you, however charges will apply. Please note there is a 1-2 week turnaround on quotations and imports for custom data. Please add an additional 1-2 weeks of time to each of the above dates for custom data imports.
Please contact the Customer Care Team for information regarding pricing and import timeframes.
Please Note: Custom Data Imports will need to be emailed to our Customer Care Team. These cannot be uploaded via the Imports Tool mentioned above.
Rex Template Spreadsheets
Rex spreadsheets are imported free of charge each month. One of each type of spreadsheet will be accepted from each agency per month.
The first page of the spreadsheet explains the difference between each of the columns, the second page provides you with example entries, and your record data should be entered onto the third page.
Click the below attachment links to download the spreadsheets.
Related Articles
- Data In Rex: FAQ - Importing Data
- Data In Rex: Exporting your Data from Rex
- Data In Rex: Rex to Rex Data Transfer