General rules
- Files are UTF-8 comma-separated values with a header row. A byte-order mark is accepted.
- Imports are checked completely first. If any row is invalid, nothing is imported, and the report names the row and the column.
- Write dates as
YYYY-MM-DD, for example 2026-03-31. - Cells that start with
=,+,-or@are escaped in exports so spreadsheets do not run them as formulas.
Clients (import)
Download the template from Clients, Import. You can map your own column names to these fields on screen.
| Column | Notes |
|---|---|
| kind | individual or entity. |
| first_name, last_name | For individuals. |
| legal_name | For entities. |
| Required and unique among your clients. | |
| phone | Optional. |
| status | Lead, prospect, active, inactive or archived. Active is limited during the trial. |
| classification | Retail, professional, accredited, qualified or institutional. |
| country, language | Country code and preferred language. |
| tags | Several tags in one cell. |
| group | The group name. It is created if it does not exist. |
| assigned_member_email | The team member responsible for the client. |
| notes | A note added to the client. |
Columns that match one of your custom fields by key are imported into it. Columns you do not need can be set to Ignore in the mapping step.
Properties (import)
| Column | Notes |
|---|---|
| title, type, reference_code | Title and type are required. The reference code is what opening balances use to find the property. |
| city, country, currency | Required. |
| total_fractions, fraction_price | Fractions are required. A price is optional and otherwise calculated. |
| acquisition_price, acquisition_date | Optional. |
| land_area_m2, built_area_m2, year_built | Areas are in square metres. |
| status | Draft or active. |
Up to 5,000 rows per file.
Opening balances (import)
| Column | Notes |
|---|---|
| property_reference_code | The reference code of an existing property. |
| client_email | The email of an existing client. |
| fractions | A whole number of fractions. |
| cost_basis | What the client paid. |
| currency | The currency of the cost basis. |
| acquired_on | The date of acquisition. |
Exports
| Export | Columns |
|---|---|
| Cap table | client_id, client_name, fractions, ownership_pct, cost_basis, currency, first_acquired_on, current_value. |
| Bank batch | line_id, client_name, iban_or_account, swift_bic, currency, amount, reference. |