← Clients

Import clients

Drop an export from Engager — or anything else — and this will work out the columns for itself. Nothing is written until you have seen what it would do.

1. The file

CSV or Excel. The first row must be the column headings.
Drop a file here
or click to choose · .csv, .xlsx, .xls

2. The columns

What this found. Change anything it got wrong — a column set to "ignore" is simply not imported.
Column in your fileImported asFirst row
WIP, unbilled and arrears go stale. This is the date they were true.

3. What this would do

Still nothing written.
RowClientMatched

4. Done