CommandCentered

Quick Onboard

Bulk import operators, gear, clients, and events from CSV or spreadsheet

1. Download Template

Get the CSV template with correct headers and example data

2. Upload CSV or Paste Data

How to Use

  1. 1. Download the CSV template for your entity type
  2. 2. Fill in your data in Excel or Google Sheets
  3. 3. Either upload the CSV file OR copy and paste the data
  4. 4. Review the preview and fix any validation errors
  5. 5. Click Import to bulk create records

⚠️ Important Notes:

  • • Events require clients to exist first (use Client Organization name)
  • • Duplicates will be automatically skipped
  • • Required fields: see template for each entity type
  • • Dates must be in ISO format (YYYY-MM-DDTHH:mm:ss)