Excel and CSV import

Import a modern Excel workbook (.xlsx) or CSV to bring your existing records into Lapsewise. Convert older .xls files to one of those formats first.

Pro supports bulk import. Free has a limited preview within the workspace's remaining five-record allowance.

Prepare your spreadsheet

Use one row per record, with a clear title and a date column. Include a record/module type if the sheet mixes several kinds of records. Optional organisation, reference, cost and other supported fields can be mapped during review.

Use YYYY-MM-DD where possible. If slash-formatted dates could mean either day-first or month-first and the file does not resolve the ambiguity, the import asks you to choose. Check that choice against your original data.

Import the file

1. Open Import / export > Import from the dashboard.
2. Choose the file and the worksheet if needed.
3. Review suggested mappings. Map supported fields and ignore unused columns.
4. Confirm date order if prompted and check the module assignment.
5. Review the preview, including rows that cannot be used or are already matched.
6. Confirm the import and read the result report.
7. Open a few imported records to compare their dates and references with the source file.

Matching and retries

The import can skip existing matches using IDs, references or matching record details. Re-importing is designed to avoid adding the same matched rows again. It is not a general overwrite or spreadsheet synchronisation tool.

Review reported skipped and invalid rows. If a request fails, use the import's retry path rather than repeatedly starting unrelated imports and assuming none of the records were saved.

Check recipients after import

Open imported records and check the owner, open dates and next reminder. Use Table bulk reminder management to assign team members or confirmed external contacts across the imported group.

Reminders follow the workspace schedule and eligible recipients. External contacts do not receive earlier offsets missed before assignment and confirmation.

Export is a different operation

A record CSV carries supported structured fields into a spreadsheet. It does not contain every attachment or the full retained history. For those, use Archives and evidence packs.