Plan an import into Tamaam
Prepare clean source data and review what the import will add before confirming.
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Prepare the source
Open Settings → Import and export. Review the supported source options: Zoho CRM, ClickUp, Trello and a spreadsheet. Decide which record types belong in the workspace and keep an original copy of the source data.
Prepare a spreadsheet carefully
For a client CSV, include a Company column and at least one client. Use consistent company names and review duplicates before selecting the file. If the flow rejects the file, read its validation message and export the source again as CSV.
Work through Source, Bring and Check
Choose the source and inspect the record kinds offered. In Bring, select what you need. In Check, review new items, records already present and who leads new clients. Do not confirm until the counts and ownership make sense.
Inspect the resulting records
After the import action completes, read its confirmation and inspect representative records in their modules. Check relationships, ownership and dates. Use the provided Undo immediately for an accidental import rather than manually deleting a large set.
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