Duke, the AI teammate, works inside every app.Imports stay with you.
You choose the file, match the columns, check the first rows and start the import yourself.
Imports
CSV importYour spreadsheet in, checked before it's saved.
Bring your customers, members and products in from a CSV file. SmartDuke suggests which column is which, shows you the first rows before saving anything, and imports the rest in the background.
Duke and imports
You bring the list. Duke works with it.
Imports are done by a person: Duke doesn't import files. Once your records are in, he reads them like any others, with the permissions of the person asking.
Who decides
- Waits for your approvalHe prepares it and shows a one-line preview. Nothing changes until you approve.
- Just answersReading needs no approval, and he sees only what the person asking may see.
- Always a personNever done on a rule or on his own: a person with the right role decides.
Ready to ask about.
The moment the import finishes, Duke can answer questions about what came in.
Whose membership ends in the next 30 days?
Duke43 members, soonest first: Elena Rossi on 9 Oct, then Ravi Kumar on 11 Oct.
Fixes, one at a time.
Spotted a mistake after importing? Ask Duke to correct a record, with a preview first.
Elena Rossi's number should be +44 7700 900123.
Waiting for your approvalUpdate Elena Rossi: phone +44 7700 900123ApproveNot now
Live demoPulse Fitness Studio: import contacts, products or members with their memberships
What you can bring
Contacts, members and products.
Import contacts, products, or members together with their memberships: the plan by name, start and end dates and the amount paid. Download a template if you're starting from scratch.
- CSV with commas, semicolons or tabs
- Columns matched for you, change any of them
- Day-month or month-day dates, your choice
Match columns · members.csv
Full nameNameSuggested
MobilePhoneSuggested
PackageMembership planSuggested
Valid tillEnd dateYou chose
PaidAmount paidSuggested
Check first
See the first 20 rows before anything is saved.
“Check” runs the first 20 rows exactly as the import would, and shows what each becomes and which rows have problems. Nothing is saved until you import.
- Problems shown row by row
- Fix the file and check again
With Duke: imports are done by people. Duke doesn't import files, but he can answer questions about what came in.
Check · first 20 rows
| Row | Name | Plan | Ends | Result |
|---|---|---|---|---|
| 2 | Ravi Kumar | Quarterly | 14 Dec | OK |
| 3 | Elena Rossi | Monthly | 3 Nov | OK |
| 4 | J. Park | Annual Gold | Plan not found |
In the background
Keep working while it runs.
Imports run in the background with a progress bar. A bad row doesn't stop the rest, the first 500 problems are listed, and running the same file again is safe. Imports never start your automations.
- Up to 2 MB or 10,000 rows per file
- Excel files: save as CSV first
- You're told in the app when it has finished
Import · members.csv
Rows imported1,184
Rows with problems7See list
Automations startedNoneBy design
Works with
Apps that go with Imports
Bring your list. We'll help with the rest.
Send us your spreadsheet during guided setup and we'll import it with you. Or download a template and try it in a demo.
Or email support@smartduke.com
Talk to us
