Moving from Excel or Google Sheets to Doodali

1. Export from Excel or Google Sheets

1. Make sure the first row has column headings: company, contact name, email, phone, address and so on.
2. Excel: File → Save As → CSV. Google Sheets: File → Download → Comma-separated values (.csv).

2. Import into Doodali

1. In Doodali, open the business you’re bringing across, then go to Settings → Import and export and press Import clients from a CSV (or press Import on the Clients page).
2. Choose the file. Doodali reads the column headings and matches them for you: company name, email, phone, address, VAT number, notes, and the contact’s name, email, phone and job title.
3. Check the matches. Anything Doodali couldn’t match is set to “Skip”: choose a field for it, or leave it out.
4. Press Import. Each row becomes a client with its main contact. More people at a company that’s already there are added as its contacts, and clients already in Doodali are skipped, so you can import again safely.

Tips for Excel or Google Sheets

• One row per person is fine: people at the same company all come across as its contacts.
• A “Notes” column goes into each client’s notes.

What comes across