Import & Export
Import and export your data as CSV files for migration, backup, or analysis.
Export Data
Download your clients, contacts, or communications as CSV files for backup or analysis.
Import Data
Upload CSV files to bulk-add clients, contacts, or communications with automatic field mapping.
Exporting Data
Navigate to the list view (Clients, Contacts, or Communications)
Click the Import / Export dropdown button
Select Export CSV — the file downloads automatically
Exported files include:
- UTF-8 encoding with BOM for Excel compatibility
- All fields for the data type
- Only records visible to your user role
Importing Data
Download a Template
Click Import / Export → Download Template to get a pre-formatted CSV with correct headers.
Fill in Your Data
Open the template in Excel or Google Sheets, fill in your data following the example row, then save as CSV.
Upload & Map Fields
Click Import CSV, upload your file, and verify the automatic field mapping. Adjust if needed.
Preview & Confirm
Review the preview of data to be imported. Fix any validation errors, then confirm the import.
CSV Formats
Clients Template
| Column | Required | Description |
|---|---|---|
name | Yes | Company/organisation name |
trading_name | No | Trading/display name |
type | No | company, individual, or organisation |
status | No | active, prospect, inactive, archived |
email | No | Primary email address |
phone | No | Phone number |
website | No | Website URL |
address_line_1 | No | Street address |
city | No | City |
country | No | Country (2-letter code) |
Contacts Template
| Column | Required | Description |
|---|---|---|
first_name | Yes | First name |
last_name | Yes | Last name |
email | No | Email address |
phone | No | Phone number |
job_title | No | Job title |
client_name | No | Associated client name |
is_primary | No | yes/no - primary contact for client |
Communications Template
| Column | Required | Description |
|---|---|---|
type | Yes | email, call, meeting, note, or task |
subject | Yes | Subject/title |
client_name | No | Associated client name |
contact_name | No | Associated contact name |
status | No | pending, completed, cancelled |
due_at | No | Due date (YYYY-MM-DD HH:MM) |
Tips for Successful Imports
Use UTF-8 encoding for your CSV files
Dates should be in YYYY-MM-DD format
Leave optional fields empty (not "null")
Test with a small file before large imports
Always Export First
Before performing a large import, export your existing data as a backup in case something goes wrong.