Import your data from CSV files

Import contacts, tasks and notes easily and free of charge with our CSV import tool

Our CSV import tool allows you to import and create the following elements:

This is the secret of success for any CSV import.

We recommend that you use our Excel import templates. Once filled in with your data, simply convert the files to CSV format.

File templates available

For more information on how these files work, see our technical documentation.

Always start with a limited sample (10 to 20 records). This method makes it easier to adjust the format and redo the import if necessary.
Each file must be associated with a single entity type: person, organization, task, comment or pin.
It is essential that linked files are configured in the same Laylah import.
Respect date formats such as YYYY-MM-DD, otherwise the import will fail.
Don't forget to convert the template to comma-separated CSV format before importing.
You can import several times without risk of duplication.
It is possible to delete an imported file in the configuration, but this does not delete the data in Laylah.
If the import configuration is deleted, all data imported by this configuration will also be deleted.

The final step is to import the data from the CSV files you created in the previous step:

Click on Data, then on Import in the left-hand vertical menu.
Click on Add New Import, then on the View details button on the CSV tile.
Click on the button Configure, enter a description if you wish and click on Create.
As soon as you see confirmation that the import has been created, click on the Close button.
Click on the import you've just created, then on the Upload file button in the file area.
Drag the file you've created, or use the Select button to find the file on your computer. Then click on Upload.
From the file list, click on Configure to assign the fields in your file to those available in Laylah.
Select the type of entity to configure from person, organization, task, comment and note (pin). Then click on Submit.
Associate each column in your file with the fields available in Laylah. This association should be automatic if you've used our file templates. Click on Submit as soon as you are satisfied with the association.
Review a sample of the data before importing. Click on Submit to complete the configuration.
And finally, the last step, Start the import.

A pop-up window will appear, informing you of the success or failure of the import.

Your data will be available shortly after import.

The first thing to do is check the contents of your CSV files.

Dates must all be in YYYY-MM-DD format or comply with other accepted formats. Refer to our technical documentation in PDF format for details.
A unique identifier must be present in the "id" field of each file.

And if it still doesn't work, you can count on us. Simply write to us via the in-app chat or at support@laylah.ca.