Import clients

Here you load your portfolio from files in three steps: "Clients", "Each client's data" and "Documents". Every file is checked before anything is saved.

1. Clients

The first step is required the first time. Download "Excel template" or "CSV template", fill one row per client, choose the file and press "Check": the report shows creations, updates and rejections and saves nothing. "Import" saves and shows a message that links to the companies.

2. Review the report

The report filter separates "New", "Update", "No changes" and "Rejected". "Download errors" gives a CSV with every rejected row and its reason; fix the file and check it again. You can upload the same file again without duplicating anything: a client is recognised by its tax ID.

3. Each client's data and documents

These steps are optional: you can skip them and come back from the step bar or from "Import clients" in the "More" menu of Companies. In "Each client's data" you choose what to import (workers, sites, positions...) and the Company column, with the tax ID or the name, assigns each row. In "Documents" you upload a ZIP with its index.

4. Finish

"Finish", on the last step, takes you to the companies. If a file is chosen but not imported, the screen asks before you leave.