Importing Data
Bring your existing clients and services in from a file.
Overview
Nobody starts empty-handed. Import lets you upload the spreadsheet you already keep and map its columns onto Clientish fields, so day one begins with your real data.
What You Can Import
Clients
Your existing customer list
Services
Your service catalog
Step-by-Step Guide
- Open the Clients or Services module and choose Import.
- Upload your file.
- Map each column to the matching Clientish field.
- Run the import and review the result.
Duplicates: if an import creates a duplicate client, merge the records rather than deleting one — merging keeps their history.
Tips & Best Practices
Import a batch of five rows first and check the mapping landed correctly. Fixing five bad records takes a minute; fixing five hundred takes a day.