Bring your Clients in from Excel, and take your data out whenever you want.
If your Clients are already in a spreadsheet, you do not need to retype them. The Excel upload brings the whole list in at once. And whenever you want your data back out — for a backup, for your Accountant, or because you are leaving — you can export it.
This guide covers both directions, what to check before you import, and how to fix it if the first attempt is not right.
Go to Database Management › Import / Export.
Download the template rather than uploading your own layout blind. It shows the columns the system expects and the order it wants them in, which saves the most common round of errors.
Copy your columns into the matching template columns. Name and email are the ones that matter. Anything you do not have can stay empty.
Two things to check while you are in there:
Import ten rows before you import a thousand. You will see immediately whether the columns landed where you expected, and fixing ten records is trivial.
Once the sample looks right, run the full file.
Imported records arrive without your Client Types, Client Rating Types or Web Types unless you included them. Set them now while you are thinking about it — those fields are what reports and Campaigns filter on.
From the same page, choose what to export and download it as a spreadsheet. Use it for a backup you keep yourself, for handing a list to your Accountant, or simply because it is your data and you should be able to take it.
Exports are a sensible habit before any big change — a bulk edit, a mass conversion, or a tidy-up.
Do not clean the spreadsheet first. People delay importing for months because they want the data perfect. Bring it in as it is and tidy inside the system, where you can search and filter.
Check for duplicates before you upload. If you have already added twenty Clients by hand, remove those rows from the file or you will end up with two of each.
Import the people you are working with now. Historic contacts from a decade ago can stay in the spreadsheet.
Export before big changes. Five seconds of insurance.
Ask for help with the first one. Onboarding assistance is free and column mapping is exactly what it is for.
Import is usually the difference between trying Internoodle and actually using it. An empty system is hard to judge; a system with your real Clients in it shows you immediately whether it fits.
Export is the other half of the same idea. Your data is yours, you can take it whenever you want, and knowing that is what makes committing to a system reasonable rather than risky.
Some rows did not import. Usually a malformed email or a missing required field. Fix those rows in the spreadsheet and re-upload just them.
Everything landed in the wrong columns. The file did not match the template order. Start again from a fresh template rather than trying to correct it in place.
I imported the same file twice. Mark the duplicates inactive rather than deleting them, so nothing linked to a record disappears.
Names came in as one field. Split first and last in the spreadsheet and re-import the affected rows.
My accents or special characters look wrong. Save the file as UTF-8 from Excel before uploading.
The import is taking a long time. Large files take a while. Let it finish rather than uploading again, which would duplicate everything.
An Excel spreadsheet matching the template. Download the template first — it saves the most common problems.
Normal business lists are fine. If yours runs to many thousands, split it into batches so you can see any problems on a smaller scale.
Yes. Import into whichever record type they belong in rather than importing everyone as Clients and sorting it out later.
Imports add records. They do not merge with existing ones, so remove people you have already entered from the file.
Yes. Your Client data can be exported to a spreadsheet whenever you want.
Yes, free. Ask through Submit Request — helping with the first import is one of the most common onboarding requests.
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