Data import

In simple words

Data import is part of Workspace. Leads, clients and employees from validated CSV files. This guide takes you through it in 5 short steps.

Where it fits in your work — Invite. Invite people by email with a role; verified accounts get access to exactly the panels you choose.

Before you start

• You need to be signed in to your company's workspace. Workspace appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Data import belongs to Organisation in Workspace. Leads, clients and employees from validated CSV files.

Step by step

1. 1

   Step 1

   Open Workspace

   Sign in to your company's Workspace. You see only what your role allows.

2. 2

   Step 2

   Open “Import data”

   In the left menu, click “Import data”. The “Import data” screen opens.

3. 3

   Step 3

   Narrow the list

   Use these filters to see only what you want:

   • 1. What are you importing?
   • 2. Choose your CSV file
4. 4

   Step 4

   Other actions on this screen

   You will also see these buttons:

   • ClientsAdded to Projects → Clients.
5. 5

   Step 5

   Done

   Leads, clients and employees from validated CSV files.

Tips

• You can use more than one filter together (1. What are you importing?, 2. Choose your CSV file) to see exactly the records you want.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Workspace → Open “Import data” → Narrow the list → Other actions on this screen → Done

What it connects to

• AI Intelligence

  Ask questions across all of the data the Workspace oversees.

• Help & Support

  Help and requests to the product team, from inside the Workspace.

• Client & Student Portal

  Decide who outside your company gets a portal, and see their activity.

What you will see on this screen

These are the parts of the Import data screen, exactly as they appear in the product.

Why use Workspace

Workspace replaces dashboards, user admin, automation & integration tools, on the same login and the same data.

• See the whole company on one screen instead of opening ten tools
• Control who can see and do what, down to a single action
• Automate follow-ups across every panel without developers
• One audit log and one place for billing, brand and security

Who uses Workspace

• Founders & owners

  Watch the whole company on one dashboard and control access, billing and brand.

• Administrators

  Invite people, assign roles, import data and switch panels on or off.

• Managers

  Open any panel's analytics with date, department and owner filters.

• Everyone

  Get one notification inbox and one place to manage their own sessions and devices.

More in Organisation