Import your book from your old CRM or a spreadsheet

Before you start

Export your contacts from your old CRM (GoHighLevel, for example) or save your spreadsheet as a CSV file. One file can hold up to 5,000 rows. Leave the notes column in: Anviik keeps your notes exactly as you wrote them.

Import the file

1. Go to Clients and choose Import.
2. Upload your CSV file.
3. Check the column matches. Anviik guesses each column from its header (name, phone, birth date, Medicare number and so on). Change any guess that's wrong.
4. Look over the preview. The tiles at the top show how many rows are in the file, ready, duplicates and can't import. Tap a tile to see those rows.
5. Choose Import.

How duplicates are handled

Anyone already in your book, or listed twice in the file, is left out unless you tick them. A match on phone, or on name plus birth date, counts as a duplicate. For rows with neither, Anviik checks email, then Medicare number, then full name. A name alone is only a possible duplicate, and the preview says why each row was flagged. Rows with no name are never imported.

Sold contacts and the pipeline

Contacts marked Sold come in as clients. Everyone else comes in as a prospect at the matching pipeline stage, keeping how long they've been there when the file has that date.

Your notes

After the import, Anviik reads your notes in the background and suggests medications, doctors, pharmacies and coverage it finds in them. Each suggestion waits in Drafts with the words it came from. Nothing changes on a client until you approve it.

Undo an import

For a day after an import, a banner on Clients offers Undo this import. After that, open Recent imports on the Clients page. Undo removes the imported people with their notes and drafts, but keeps anyone you've since given a policy or matched to a commission payment.