Help centre / Clients and pipeline

Review a CSV import before saving

Map fields, review possible duplicate records and save a checked client, supplier or traveller import.

Start with a small, representative file

Choose the correct import type: clients, suppliers or travellers. Use a few rows first so you can inspect the mapping before bringing a full working list over. Keep your original spreadsheet outside TripClerk until you are satisfied with the result.

Map and check

1. Open the import workflow and choose your CSV.
2. Match column headings to the supported fields.
3. Review validation errors and correct the source or mapping as appropriate.
4. Inspect possible duplicates. Matching uses the fields relevant to the record type, such as normalized email, phone, name or traveller passport.

Make the duplicate decision explicit

Skip a row you do not need. Reuse a matching record unchanged if that is the correct person or supplier. Confirm a separate record only when it really should be separate. Reusing does not overwrite existing contacts, payment terms or commission defaults. Traveller-to-pipeline links are reviewed separately. A possible match is not permission to merge records automatically.

Save and keep the result

Selected rows save atomically. Access and duplicate checks run again at commit, so another person's recent change can require a refreshed review. A failed commit should not leave an orphan client or a half-saved import. Your own draft and report history supports resume and a formula-safe result CSV. The original file is not stored. Bounded mapped draft data remains private until it is cleared after success or you delete the draft; no automatic retention scheduler is claimed.

What this does not do

This is not an automatic migration from another CRM, a mailbox connection or AI extraction from a supplier PDF. Keep your independent source records and verify the imported result.

Still stuck? Email hello@ahmadzunair.online.