Settings
Bring in your existing data
Move your clients, projects, and invoices into Agiled from a spreadsheet or another tool.
You don't have to start from scratch. Bring in the clients, projects, and invoices you already have, so you can work from Agiled on day one.
Choose how to bring it in
- From a spreadsheet: use the import option on the list you're filling, such as contacts, accounts, deals, services, projects, tasks, employees, or expenses. See Import contacts.
- From another tool: some tools have their own importer in Settings › Apps, which already knows how their files look: Dubsado, HoneyBook, and Asana, monday.com, and other project tools.
- Invoices and receipts as files: see Import documents.
Import a spreadsheet
- Save your spreadsheet as a CSV file, with one record per row and the column names in the first row.
- Open the list in Agiled and select its import option.
- Upload the file.
- Match each column to an Agiled field.
- Check the preview, fix anything it flags, then complete the import.
You're done when your records appear in the list and a few you open look right.
Good to know
- Try a small file first. Import ten rows, check them, then import the rest.
- Need a field Agiled doesn't have? Create a custom field before you import.
- Rows that fail are usually missing a name, have an invalid email, or use a date format or status Agiled doesn't recognize. Fix them in your file and import those rows again.
- Importing the same people again fills in new details and adds tags without clearing what's already there.