Product / Reviewed CSV imports

Bring the spreadsheet. Leave the guesswork at the door.

Map columns, review potential duplicates and check the result before saving clients, suppliers or travellers into your workspace.

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Reviewed CSV importer · map and review before saving. All names and amounts are fictional.

Map your own columns

Match the CSV’s headings to supported fields. Check the preview and validation errors before records are written.

Decide what a match means

Review possible duplicate emails, phone numbers, names and traveller passports within your access scope. Skip, reuse unchanged or explicitly confirm a separate record.

Finish with a useful report

Resume your own drafts and download a formula-safe result CSV. Selected records save together, so a failed commit does not leave a half-imported client list.

In the working day

How it fits together

Moving systems should not mean blindly overwriting the records you already trust. A duplicate match is a decision for the person reviewing the import. Reusing an existing record leaves its contact details, payment terms and commission defaults unchanged. The original file is not retained; bounded mapped draft data is private to the uploader. Access and duplicate checks run again when the reviewed import is committed.

Choose the import type and upload a CSV.
Map fields, correct problems and review possible duplicates.
Confirm the selection, save and keep the result report.

Know the boundaries

This is a reviewed CSV workflow, not an automatic migration from another CRM or an AI importer for supplier emails and PDFs. Delete drafts you no longer need; there is no automatic draft-retention scheduler.

More about the current limits →

Will an import overwrite existing contacts?

No. Reusing a match leaves the existing record unchanged. Separate records require explicit confirmation.

Can another teammate read my draft?

Draft and report history is uploader-scoped, and import matches respect your current workspace access.

Keep the workflow connected

CRM & pipeline

Keep a client’s details, stage and last conversation beside the work that comes next. A visual pipeline helps the whole agency see which enquiries need attention.

Proposals to bookings

Present trip options, share a private proposal and keep the client’s selection connected to the booking, deposit schedule and draft itinerary.

Itinerary builder

Arrange flights, stays, transfers and activities in a day-by-day itinerary. Work privately, preview the details, then publish the version you want your clients to see.

Your next trip starts here

Less scattered admin.
More attention for the trip.

Try a real booking in TripClerk. One month free with FOUNDING20, no card and no automatic charge.