Data Import
Bring clients, staff, facilities and other records across from spreadsheets. Every upload is checked and shown to you for review before anything is written.
- Live
- Web dashboard
On the dashboard
See it in action
On the dashboard's client import review, the one flagged row gets its missing last name typed in place, the file is re-validated and committed, and the summary lists the three clients created.
How it works
Full guide in Help · 12 steps →Admin Settings > Data Import. Each thing you can import has its own importer — pick Clients.
Good to know
Data import brings a spreadsheet into the app. Each kind of record has its own importer; this walkthrough uses Clients.
The shape of the job is: download the blank template, fill it in offline, upload it, review what it is about to do, then commit.
What it does
- Download a blank template for clients, users, facilities, assets, inventory items or form responses.
- Upload a PDF or Word document and have AI pull its rows into the same review grid.
- See each flagged row with the reason, fix it on screen and re-validate.
- Commit the rows you choose · large or destructive changes ask you to type a word to confirm.
- Edit what you already hold in bulk by starting an import from your current records.
- For
- Administrators · Coordinators
- Works on
- Web dashboard
- Plans
- Every plan
Works with
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