Overview:
Upload large volumes of customer records in one go, using Laywork’s Smart Import tool to map and validate fields automatically.
Steps:
Go to Customer Management → Customers and click Bulk Import.
Click Upload File, select your prepared CSV or XLSX, and click Open.
Review the auto‑mapped columns; adjust any mappings by selecting the correct customer field from the dropdown.
Click Preview Import to see a sample of how data will appear.
Click Start Import and wait for the confirmation message.
Tips & Best Practices:
Import in batches of ≤5,000 rows to avoid timeouts.
Include a “Source” column to track where each record originated.
Use the preview step to catch mapping errors before they become full imports.
Troubleshooting / FAQs:
Q: Import failed with errors?
A: Download the error report, correct the indicated rows, and re‑import only those rows.
Q: Some columns didn’t map?
A: Ensure your header names closely match Laywork’s field labels or manually select them in the mapping step.