Import Center

The Import Center (CSV imports) is the careful way to bring in a lot of records. Unlike the quick Import buttons on each screen, it shows you every row and what will happen to it before anything is written. Open it from Reports → CSV imports, or from an Import finished notification.

Import step by step

1. Under Upload CSV, choose the Record type: Clients, Domains, Hosting providers or Infrastructure.
2. Download the matching sample from the panel on the right, fill it in and keep the column headers. Column details: CSV templates.
3. Choose your file (up to 10 MB) and click Upload and review.
4. AgencyOS checks the file in the background. Import review opens and fills in after a few seconds; you can leave the page, and an Import finished notification brings you back when it’s ready.
5. Review the rows (see below), then click Import 1 valid row (the button shows how many valid rows there are).

Nothing is created until you confirm. When the import completes you get another notification.

Reading the review

The counts at the top show the total rows and how many are valid, duplicates, invalid and imported. Each row then shows its Row number in your file, the Record it describes, its Result and any Problems.

• Valid rows are imported when you confirm.
• Duplicate rows match a record you already have (same client name and company, domain, provider name or server name). They are skipped; existing records are never overwritten.
• Invalid rows have a problem, such as a missing required value, a bad date, or a domain whose client doesn’t exist. They are skipped, with the reason shown.
• Imported rows were created by the confirmation.

To bring in skipped rows, fix them in your file, remove the rows that were already imported, and upload it again.

Import history

Import history lists your agency’s latest 25 imports with the file, record type, row counts, status and upload date. Click Review to open one again, for example to confirm an import you uploaded earlier.