CSV templates

Every import in AgencyOS takes a CSV file with a header row. The quickest way to get it right is to click Download sample CSV in the import window, replace the example row and upload it. This page lists the columns for each kind of record, so you can prepare a file in advance or check why a row was refused.

Rules for every file

• Keep the header row exactly as in the sample: same names, any order. Extra columns are ignored unless noted.
• One row per record. Commas inside a value need the value in double quotes; spreadsheet apps do this for you.
• Dates use YYYY-MM-DD, for example 2026-11-01.
• Save as CSV UTF-8 so names in Arabic and other scripts come through correctly.
• Import clients first. Other imports match rows to existing clients by company or name.

Clients

From Clients → Import. Up to 5,000 rows, 10 MB.

Column	Required	Notes
client_name	Yes	The contact’s name. full_name or name also work.
company	No	Company name. company_name also works.
email	No	A valid email address.
phone, mobile	No	Any format, up to 60 characters.
address	No	Accepted but not stored.
start_date	No	YYYY-MM-DD.
status	No	active (default) or inactive.

client_name,company,email,phone,mobile,address,start_date,status
Leila Haddad,Cedar & Sage Bakery,[email protected],+961 1 555 0100,,,2025-10-14,active

Domains

From Websites & Hosting → Import.

Column	Required	Notes
domain_name	Yes	Stored in lower case. A domain that already exists is a duplicate.
client_name	Yes	Must match an existing client’s company or name.
registrar	No	Added to Providers if it isn’t there yet.
renewal_date	Yes	The next renewal date.
status	No	Defaults to active.

domain_name,client_name,registrar,renewal_date,status
cedar-sage-bakery.example,Cedar & Sage Bakery,Registrar One,2027-03-01,active

Providers

From Providers → Import.

Column	Required	Notes
provider_name	Yes	A provider that already exists is a duplicate.
category	Yes	For example Hosting, Emails, Storage or SaaS.
account_email_or_username	No	The login you use with the provider. Never put passwords in the file.
website_url	No
status	No	active (default) or inactive.

provider_name,category,account_email_or_username,website_url,status
Harbor Hosting,Hosting,[email protected],https://harbor-hosting.example,active

Infrastructure

From Infrastructure → Import. Plan server limits apply.

Column	Required	Notes
server_name	Yes	A server that already exists is a duplicate.
client_name	No	Leave blank for a shared server.
provider_name	No
region	No	Defaults to United States.
operating_system_version	No	Defaults to Rocky Linux 10.
ip_address	No
monthly_cost	No	A number, in USD.
due_date	No	The renewal date.
status	No	Defaults to operational.

server_name,client_name,provider_name,region,operating_system_version,ip_address,monthly_cost,due_date,status
nw-web-03,,Harbor Hosting,Lebanon,Ubuntu 24.04 LTS,,40.00,2027-01-15,operational

Outsources

From any directory under Outsources → Import. One file can mix all types. Up to 5,000 rows, 5 MB; if any row is invalid nothing is imported.

Column	Required	Notes
type	Yes	influencer, model, photographer, videographer or freelancer.
name	Yes
country_code	Yes	Two letters, for example LB, AE, SA.
city	Yes
payment_type	Yes	hourly, monthly or per_project.
approximate_session_price	Photographers, videographers, freelancers	A number. Leave blank for influencers and models if you like.
gender	Influencers, models	male or female.
business_specialities	Influencers, models	Their specialty, for example Lifestyle or Fashion Model. Optional for freelancers (industry).
social_links	Influencers, models	At least one, as platform|url;platform|url.
specialities	Photographers, videographers	For example food, product, wedding.
specialization	Freelancers	For example web_developer, copywriter, video_editor.
phone, email, portfolio_url, notes	No

type,name,phone,email,country_code,city,social_links,portfolio_url,approximate_session_price,payment_type,gender,business_specialities,specialities,specialization,notes
influencer,Noor Hamdan,+961 3 555 100,[email protected],LB,Beirut,instagram|instagram.com/noor.example,,450,per_project,female,Food Blogger,,,Bakery and café content
freelancer,Ali Moussa,,[email protected],LB,Saida,,https://ali.example,35,hourly,,technology,,web_developer,

Workspace briefs

From Manage Workspaces → Import. The sample has a column for every brief field: the workspace name, client, timezone and status, then brand foundation (history, vision, mission, values, personality, audiences, tone of voice, AI writing instructions), one URL and posts-per-month pair per platform (platform_instagram_url, platform_instagram_frequency and so on), and the content strategy (strategy_content_pillars, strategy_objectives, KPIs, dos and don’ts). Workspace Name and the client are required; a client that can’t be matched is resolved on screen. Download the sample from the import window; the import screen shows an example for every field.

Posts

From Calendar → Import. Up to 5 MB. Two templates:

• Download sample CSV: the minimum columns workspace_name, title, caption, content_type, platform, language, timezone and scheduled_at.
• Download full example CSV: adds id, content, workflow_status, publishing_status, priority, brief, content_pillar and campaign.

Leave id blank to create a post, or keep the ID from an export to update that post. scheduled_at is a date and time with offset, for example 2026-11-07T09:00:00+02:00. Invalid rows are skipped and listed; the import screen lists every accepted value.

workspace_name,title,caption,content_type,platform,language,timezone,scheduled_at
Cedar & Sage Bakery,Sourdough Saturday teaser,Fresh loaves from 7am this Saturday.,static_image,instagram,en,Asia/Beirut,2026-11-07T09:00:00+02:00

Project tasks

From a project page → Import CSV. Rows with errors are skipped and listed; valid rows still import.

Column	Required	Notes
title	Yes
description	No
status	No	An active status of the project, such as To do. Blank uses the first status.
priority	No	urgent, high, medium (default) or low.
start_date, due_date	No	YYYY-MM-DD.
assignee_emails	No	Emails of active project members, separated by semicolons.
tags	No	Separated by semicolons.
workspace_name	No	Must match one workspace exactly.

title,description,status,priority,start_date,due_date,assignee_emails,tags,workspace_name
Write captions for the bake sale,Three captions for Instagram and Facebook.,In progress,medium,2026-10-13,2026-10-17,[email protected],captions; autumn,Cedar & Sage Bakery