Import & Export

Import clients and services from CSV files, and export requests, clients, services, or invoices for work outside AgencyPro.

Import Clients or Services

1. Open Imports > Clients or Imports > Services.
2. Download the template for that data type and keep its header row.
3. Fill your data and upload the CSV.
4. Map file columns to AgencyPro fields.
5. Preview the mapped records and validation errors.
6. Correct the file or mapping, then confirm the import.
7. Review the completion results, including skipped or failed rows.

Client imports require create_clients; service imports require create_services. Required fields and supported mappings are shown in the import flow. Existing client emails and duplicate service names can cause row errors; importing is not a general update or merge tool.

For queued imports, follow the job's progress and use Cancel if needed. Cancellation does not undo records already created. Start with a small file when migrating a new data source.

Export Data

1. Open Exports and select Requests, Clients, Services, or Invoices.
2. Select the fields to include.
3. Apply the available filters, such as dates, status, organization, or service type.
4. Generate the CSV export.
5. For queued exports, wait for completion and then download the file.

Request exports require view_all_requests; the other exports use view_clients, view_services, or view_invoices. Queued export controls show progress, allow cancellation, and offer a download when the job completes.

Troubleshooting

• Import rejected: Check CSV formatting, required fields, column mapping, and duplicate records.
• Only some rows imported: Read the row errors before retrying; avoid submitting successful rows again.
• Empty export: Check the current workspace, selected fields, filters, and date range.
• No download yet: Wait for the queued job to finish and check its reported status.