The Clients Import feature in Taskip allows users to bulk upload client data using a CSV file. This helps in quickly migrating or adding multiple client records into the system.
Purpose
- Bulk import client data
- Save time on manual data entry
- Migrate data from other platforms
- Standardize client records
Navigation Path
Go to:
Settings → Data Management
Import Module
Steps to Access
- Open Data Management
- Toggle to Import section
- Select data type:
- Clients
- Leads
- Companies
Download Sample CSV
Description
Before importing, you can download a sample CSV file.
Purpose
- Understand required format
- Match system fields correctly
- Avoid import errors
Import Workflow
Step 1: Upload CSV File
- Upload your prepared CSV file
- Ensure data is properly formatted
Step 2: Field Mapping
Match your CSV columns with system fields.
Example
| System Field | CSV Column |
|---|---|
| First Name | first_name |
| Last Name | last_name |
| Phone | phone |
Step 3: Validate Mapping
- Ensure all required fields are mapped
- Verify data accuracy
Step 4: Start Import
Click Import button.
System Response
After starting the import, the system shows:
Notification:
Import started. Records will appear in the system shortly.
System Behavior
- Import runs in the background
- Records are processed asynchronously
- Data appears after processing completes
- Invalid rows may be skipped or flagged
Supported Data Types
- Clients
- Leads
- Companies
Best Practices
- Use the sample CSV template
- Ensure correct field mapping
- Avoid duplicate email entries
- Validate data before uploading
- Keep file format clean (no extra columns)
Error Handling
| Issue | Cause | Solution |
|---|---|---|
| Import failed | Incorrect format | Use sample CSV |
| Missing fields | Required fields not mapped | Map all required fields |
| Duplicate records | Same email exists | Clean data before import |
Summary
The Clients Import feature in Taskip simplifies bulk data entry by allowing structured CSV uploads. With proper mapping and validation, users can efficiently import and manage large volumes of client data within the system.