Importing clients from CSV and exporting data

Goal. Load a list of clients at once from a CSV file and download the data when needed.

Prerequisites. The "Import clients" permission to import. The full export of a client requires "Export clients", which by default only the Administrator has.

Preparing the file

• The file must be CSV, at most 2 MB and up to 2000 rows per import. With more rows, split the file.
• If the list is in Excel or Google Sheets, use "File" › "Save as" or "Download" in CSV format.
• The first row must contain the headers. The CRM recognises columns such as Name, Phone, Email, WhatsApp, Language, Source, Tags, Consent and Country of origin; the rest are assigned by hand in the next step.
• Name and phone are required on every row.

Importing

1. In "Clients", click "Import". "Import clients from CSV" opens.
2. Click "Choose your CSV file" and select the file.
3. Review the column mapping. The text "Check which column each field maps to (N rows detected). Name and phone are required." heads the list; for each field choose the column or "— Do not import —". If the file does not fit, "Change file" goes back.
4. Click "Import N rows".
5. The summary shows "N clients imported", "N skipped as duplicates" and, if any, "N rows with incomplete data (rows: …)". Click "Done".

Duplicates are skipped automatically: a row with the same phone number or email as an existing client, or as another row in the same file, is not imported twice.

Exporting

• One client. On their record, the "Export" button downloads a JSON file with all of that person's data: the answer to a right-of-access request.
• The whole base. In "Settings" › "Business parameters", the "Export my data" section downloads the company's "Clients", "Cases" and "Payments" as CSV, ready for Excel or Google Sheets.

Troubleshooting

• "The file exceeds 2 MB" or "Maximum 2000 rows per import". Split the file into several and repeat the import.
• "Map at least Name and Phone". Assign those two columns before continuing.
• Every row shows as skipped. The clients already existed with the same phone number or email. Check the list before repeating.
• Rows with incomplete data. They lack the name or the phone number; fix them in the file and import only those rows.
• The "Export" button returns an error. Your role lacks "Export clients", or the session has not yet verified the second factor when the company requires 2FA.