IntegrationExcel / CSV

Your Excel and CSV files become a data foundation.

Many houses start there: a client file kept with care, POS exports, tracking spreadsheets. None of it is lost. At launch, your files feed Selekt's data foundation. And afterwards, Selekt's exports stay readable in Excel.

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The starting point

Many houses begin with files.

Your client files feed the foundation

The file each store keeps, event lists, contact notebooks: this material joins the customer record at launch, prepared with you during onboarding.

Your POS exports provide the history

Your POS exports bring the purchase history: what was bought, when, in which store. It is what makes every profile alive from day one.

Selekt's exports stay readable in Excel

Leadership keeps its habits: Selekt's exports open in Excel, and the house's steering spreadsheets keep living where they always have.

Before, after

What your files become.

	Your files today	Selekt
Client file	One workbook per store, versions drifting apart	A single customer record, shared by the whole network
Purchase history	POS exports consulted after the fact	Attached to each profile, readable in store on a phone
Follow-ups and tracking	Kept from memory, in scattered notes	Traced, dated, tied to their author
Leadership reading	Tables consolidated by hand, store by store	Exports readable in Excel, reconciled with the POS

Your Excel spreadsheets keep their full place: Selekt's exports open there naturally, and the house keeps steering in the tool it knows.

A gentle migration

Four steps, no disruption.

The move happens pilot store first, the rest of the network after. At no point does the house work without its data.

We start from your files as they are

No big cleanup required beforehand: file preparation happens with you at launch, starting from what the house actually owns.

The foundation takes shape

Client files and POS exports join the customer record: every client gets her profile back, her history, the preferences noted over the years.

Teams work in Selekt

Client data flows both ways, without double entry: the advisor follows up, books appointments, takes notes, and the work leaves a usable trace.

Leadership gets its exports back

Selekt's figures, influenced revenue included, export and open in Excel. Across equipped retailers, influenced revenue commonly represents 20 to 25 percent of the total.

Frequently asked

What we are asked about Excel and files.

No, at least not on your own. File preparation is part of onboarding: we look together at what the house owns and turn it into the foundation. Bring your files as they are to a demo; it is the best starting point.

Quite the opposite: the history is precisely what your files bring. The years of relationships your teams recorded make the profiles alive from day one, instead of starting from a blank page.

Yes. Selekt's exports stay readable in Excel, and the house's steering spreadsheets keep their role. What changes is the material feeding them: figures tied to the POS rather than manual consolidations.

The client profile lives in Selekt with consent travelling with it, permissions by role and by store, an audit log, and hosting in the European Union. Moving files into the foundation happens under those rules, framed at launch.

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