Move your clients and projects from another tool
Export a CSV from what you use now, map the columns once, and bring the book across.
Walkthrough · 3 min read
Stria imports clients from a CSV. The import area has a downloadable template with the columns Stria reads, plus per-tool notes on where each tool keeps its export.
- Export your clients from your current tool as CSV.
- Open the import area and upload the file.
- Match your columns to Stria’s. The importer suggests matches based on your header names; confirm or correct each one.
- Review the preview, then import.
Note: Column names differ between tools and between versions of the same tool, so the mapping step is a step you confirm rather than something that happens behind your back. It takes about a minute and you only do it once per file.
Open the import area — in your Stria workspace.