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⚙ > Administration > Import

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Last updated: Oct 06, 2022
4 min read
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Rather than creating each Resource, Client or Client Contacts profiles manually in FlowFit, it is possible to batch import them using the following 4 Excel import templates:

Keys to successful Excel exports and imports

  1. It is important to fill in the Import templates the same way you would be filling the information manually in the corresponding profiles FlowFit. A good way to know how to do so is to first export your existing Resources, Clients or Contacts lists in Excel and then replicate data entries accordingly in your Excel Import template.

  2. Pro tip:
    It is recommended to do a test import with one line in your import template first and then check the importation results in FlowFit before proceeding to batch import more data.

  3. Do not import duplicate profiles or contacts: the imported information does not replace the previous one. An Excel Export before your Excel Import will help you compare and find potential duplicates.

  4. Make sure to fill up mandatory information (names and email addresses) and use the correct input formats.

 

How to batch import new Resources

  1. Download the Ressource Excel import template form ⚙ > Administration > Import.

  2. Double-check your existing ressource profiles to avoid importing existing profiles and create duplicates (do an Excel export if you can) in the Ressources view:

  3. Fill up the import template with at least theses 4 Ressource profiles fields:

  4. Select Ressource import under ⚙ > Administration > Import.

  5. Upload your Excel template and click on Submit.

 How to batch import new Clients

  1. Download the Client General Excel import template form ⚙ > Administration > Import.

  2. Double-check your existing Client profiles to avoid importing existing profiles and create duplicates (do an Excel export if you can) in the Clients view:

  3. Fill up the import template with at least the mandatory Client name field:

  4. Select Client General import under ⚙ > Administration > Import.

  5. Upload your Excel template and click on Submit.

 

How to batch import new Departments in a Client profile

  1. Download the Client Departments Excel import template form ⚙ > Administration > Import.

  2. Double-check your existing Client profiles and departments to avoid importing existing departments and create duplicates, in the Clients view:

  3. Fill up the import template with the list of departments and the corresponding (existing) Client profile name you want to create them for.

  4. Select Client Departments import under ⚙ > Administration > Import.

  5. Upload your Excel template and click on Submit.

 

 How to batch import new Client Contacts in a Client profile

  1. Download the Client Contacts Excel import template form ⚙ > Administration > Import.

  2. Double-check your existing Client profiles and contacts to avoid importing existing contacts and create duplicates, in the Clients view:

  3. Fill up the import template with the list of contacts (at the minimum, their first and family name, and email address) and the corresponding (existing) Client profile name you want to create them for:

  4. Select Client Contacts import under ⚙ > Administration > Import.

  5. Upload your Excel template and click on Submit.

 

⚙ > Administration > Import - FlowFit User Documentation - Confluence (atlassian.net)

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