Import client records from CSV

Overview

CSV import brings existing client records into Scoped. Mapping and previewing let you check how the source data will be saved before committing an import.

A possible-duplicate warning is a reason to review a row. Use the existing relationship where appropriate instead of adding another copy.

Before you start

Prepare a small CSV with the client records you want to import. Review the source data before you upload it.

1Open the import

Open Import CSV from Follow-ups. Choose the record type and upload a file or paste the CSV.

2Map the columns

Match each column to the field it contains. For people, this might include name, email, and phone. Choose Preview import.

3Review the selected rows

Check warnings and possible duplicates. Deselect unwanted rows or correct the source file and build the preview again.

4Import and verify

When the preview matches your intended result, import the selected rows. Open the relevant list and check a few records and their relationships.