Import Wizard

Import Wizard

Bring existing data into Zenaris using the import wizard.

Accessing Import

• Go to Settings > Data
• Click Import Data

Supported Imports

Currently you can import:

• Clients: Customer/client records
• Tasks: Task records (without time entries)

Import Steps

Step 1: Upload File

• Select your CSV file
• File must be UTF-8 encoded
• Maximum 10MB file size

Step 2: Map Fields

• Match CSV columns to Zenaris fields
• Required fields are marked
• Preview mapped data

Step 3: Review

• See all records to be imported
• Check for errors or warnings
• Fix any issues before proceeding

Step 4: Import

• Confirm import
• Records are created in your account
• View import summary

CSV Requirements

Client import columns:

• name (required)
• email
• phone
• address
• hourlyRate

Task import columns:

• title (required)
• clientName (matched to existing client)
• status
• billable

Error Handling

The wizard catches:

• Missing required fields
• Invalid data formats
• Duplicate records
• Non-matching client names

Fix errors before completing the import.