Who can import
Owners and Admins. Open Import. Files must be CSV or TXT, up to 2 MB, and at most 500 non-empty data rows.
Order
Import clients first, then assets. An asset row must match an existing client by id or exact name, and a type that already exists in the workspace. Custom types are not created during import.
Client columns
name (required), contact / contact_name, email, website, notes. Russian headers such as имя, контакт, почта, сайт, заметки are accepted.
Asset columns
name, client id or name, type key or title, expires_at, owner and payer (agency / client / unknown), auto_renew (yes / no / unknown), notice_email, notes, ssl_check, renewal_cost, currency.
Errors
Rows without a name are skipped. Asset rows without a resolvable client or type are skipped. Invalid emails and money values are stored as empty. There is no per-row error report — the screen only shows how many records were imported. Duplicates are not detected. Activity history cannot be imported.
Download the CSV templates from the Import screen rather than inventing headers.