Importing your client book
Already keeping clients in a spreadsheet? You don’t have to retype any of it. The CSV importer takes a single file and turns each row into a client (and, where present, a site and a service) in your registry. It’s a guided, four-step flow with a preview before anything is written. Find it under Settings → Data → Import.
What a row contains
One row describes one service for one client. Repeat a client across rows to give them several services – Yven reuses the existing client rather than creating duplicates. A handy starting point is the sample CSV you can download from the import wizard; its columns are:
| Column | What it is |
|---|---|
| Client Name (required) | The client this row belongs to. |
| Company, Email, Website | Client contact details (used when the client is first created). |
| Asset Type | Domain & DNS, Hosting, CDN, SSL, Email, CMS, CMS Plugin, Framework, Database, Code Repository, CI/CD, Payment Processing, E-Commerce, Analytics, Advertising, SEO, CRM, File Storage, Backup, Monitoring, Auth/Identity, or Other – see Services for the full list. Anything unrecognised imports as Other rather than being skipped. |
| Label (required) | A short name for the service (for example, the domain name). |
| Provider, Account | Who the service is with, and the account identifier. |
| Renewal Date, Renewal Cost | When it renews and what it costs (left blank = not tracked). |
| Paid By | me_rebilled, me_absorbed, or client_direct. |
| Managed By | me, client, or third_party. |
See Services for what each of those fields means.
The four steps
- Upload – choose your
.csvfile (up to 2 MB). Yven reads the header row and shows you the columns it found. - Map columns – Yven auto-matches your headers to its fields. Check the guesses and fix any it got wrong. You must map at least Client name and Label; everything else is optional.
- Preview – see exactly what will be created, split into rows that will import and rows that will be skipped (with the reason). If your dates use slashes, pick whether they’re day/month/year or month/day/year so they’re read correctly.
- Import – commit the valid rows. You’ll get a summary of what was created.
Skipped rows
Nothing partial is ever written: a row either imports cleanly or is skipped with a reason (a missing client name, an unrecognised type, an unreadable date…). You can download the skipped rows as their own CSV, fix them in your spreadsheet, and re-import just those – the importer won’t duplicate the clients that already came in.