CSV import — your old client file, brought over without retyping everything
Import an existing client file in two steps: a preview that writes nothing, then confirmation.
The problem
Switching tools without being able to bring over your existing client base forces you to retype everything by hand.
A risky import, with no preview, could mix up or duplicate files without anyone knowing until it's too late.
A two-step import first shows what's about to happen, before writing anything.
Without Kagenda
Importing a client file writes the data directly, with no way to check beforehand.
With Kagenda
A preview first shows new clients, duplicates and unreadable lines, before any writing.
How it works in Kagenda
The import happens in two steps: a preview, then confirmation.
- You import your fileColumns recognized automatically, in French, English or Spanish.
- You review the previewNew clients, existing clients, unreadable lines, line by line.
- You confirm the importNothing is written before this step.
Two-step import
- Preview — nothing is written
- Confirmation
- Clients imported
In practice
- 1
A file with no header
Columns still read by position.
FileWith or without header - 2
Duplicates detected
Flagged in the preview before any writing.
PreviewDuplicates flagged - 3
An unreadable line
Precisely identified, without blocking the rest of the import.
ErrorLine by line
Frequently asked questions
Does the import write data before confirmation?
No, the preview changes nothing; only confirmation writes the data.
Which columns are recognized automatically?
Column names in French, English or Spanish, in any order.
What happens if a line is unreadable?
It's flagged in the preview, without blocking the import of the rest.
Can I undo an import after confirming?
Imported files can be deleted individually like any other file.
