Import Clients, Contacts and Engagements from CSV

Before you start: You need permission to import CSV files. Use safe data and upload no more than one Client, one Contact and one Engagement file in the same import.

Upload the files

1. Select Settings, then open Import.
2. Drop CSV, TXT or TSV files into the upload area, or select click to browse. You can add up to three files.
3. Check that each file is assigned to Clients, Contacts or Engagements, then select Continue.

Review and import

1. Review the suggested field mappings and relationships on each entity tab.
2. Open Issues when shown. For warnings or possible duplicates, choose Import anyway or Skip this row.
3. Fix correctable cell errors, then select Re-analyze. Cheku skips rows that still have errors.
4. Map every required field, then select Import All.

Cheku imports Clients before Contacts and Engagements so their relationships can be linked, then shows the result for each file.

Related

• Search and filter your records
• Create and update a Client