Import your data and documents
Upload, analyse, review and confirm a data import.
Prepare an import
Import & migrate is reserved for administrators. In schools it may be called Import school data; in legal workspaces, Migrate firm data. The flow accepts CSV, XLSX, PDF, DOCX, JPG, JPEG and PNG within the limits displayed.
Review before importing everything
Drop a folder or choose files, then start Analyse. The preview shows destinations, field mappings and rows set aside. An ambiguous match to several customers needs review; the software does not select one at random.
Review what will be created, updated, kept or skipped.
Check warnings and document destinations.
Click Import everything only when the preview matches the intended result.
Read the outcome and check several records in their business menus.
Resume and find documents
Long-running steps continue on the server; return to the same import to see progress. After an interrupted upload, use the offered resume action instead of immediately creating another import.
Search and download originals in Imported documents. If a document is linked incorrectly, check its destination record before using the available linking action.
Understand undo
Undo this import reverses what can still be reversed. Records changed or used since the import are preserved and counted in the outcome. Read that outcome: undo does not indiscriminately erase all data.