SUPPORTED CSV IMPORTS
Bring the structure.
- Client and contact fields
- Project identity and value
- Phase fees, types and progress
Moving from spreadsheets
Start with one
connected project.
Bring your clients, projects and phases across. Use one familiar commission to get the details right.
30 minutes to explore your workflow.
Your existing spreadsheet
RizqoCSV IMPORTA familiar starting point.
ClientsContact and billing details
✓ProjectsProject ID and agreed value
✓PhasesNames, billing types and progress
✓A manageable first move
Make the first project your rehearsal.
- 01
Prepare your records
Keep a backup. Resolve duplicate client names and choose a consistent Project ID.
- 02
Import and inspect
Map to Rizqo’s CSV templates. Validate, preview and check the results.
- 03
Rehearse the invoice
Confirm rates, phase fees and prior billing. Review a draft before sending.
Know what comes across
A clear boundary around the move.
REVIEW SEPARATELY
Keep the history clear.
- Existing invoices and payments
- Historical time and attachments
- Rate cards and team permissions
Confirm manual steps before you begin billing.
The useful details
A few things to know.
Can I upload any spreadsheet as it is?
No. Map the data into Rizqo’s own templates. Client Name and Project ID are match keys in their respective imports. Choose how existing matches are handled, then validate and preview.
Are time entries, invoices and payments imported?
The project import covers project and phase fields. Historical invoices, payments, time entries and attachments need separate review. Keep your source records available.
Will imported rate-card names have the correct rates?
Do not assume so. Review per-member rates, automatically created records and project assignments after import. Reconcile prior billing before issuing another invoice.
How long will the move take?
It depends on your records and the history you need. A first-project rehearsal reveals cleanup and manual work; there is no fixed migration duration.
30 minutes. One connected workflow.