Data Import
Upload an Excel workbook (.xlsx) to import CRM data. Each worksheet tab name must match exactly (case-sensitive).
Required Worksheet Tab Names
Row 2 on each sheet must contain column headers matching the database (e.g. id, name).
Legacy Mock… tab names are still accepted during transition.
Users
Client
Dependant
Submission
Portfolio
Provider
Product
Lead
FollowUp
Households
VCP
AssetLiabilities
GIClients
FinancialGoals
Inflow
Outflow
Transactions
Revenue
FinancialIndependence
FinancialJourneys
InflationImpact
SurplusAllocation
SurplusFoundation
WealthAccumNeeds
UnderstandingYou
InvestorProfiling
OccupationList
ModularPlanning
JointField
JointFieldHistory
ExternalStatusHistory
PayerHistory
RiderHistory
OtherSubmsHistory
Warning: Do not upload real client data to demo/staging unless authorised.
Upload Excel Workbook
Clear Existing Mock Data
Truncate all CRM mock tables. This will not affect migrations or application configuration.