Download & fill the import template
A self-documenting Excel template built for a non-technical administrator.
From Import data → Templates, download the template for the records you’re bringing in — your client list, your team, or a client’s employees.
What’s in the template
Every column carries a stable field code, a human-readable name, a plain-language explanation with an example, and a clear marker for mandatory fields. One or two sample rows are pre-filled for you to overwrite.
Don’t rename or reorder the header row — the field codes are how we map your columns on upload.
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