Importing and exporting
Bring companies and individuals in from a file, and get your data back out
Three ways in and out of Dotfile, depending on what you are moving and why.
- CSV import creates companies or individuals in
bulk from a spreadsheet, and can apply a template so the checks run as each row is created.
This is how a migration or a batch of onboardings starts. - CSV export takes the data behind any view —
including a custom view you filtered yourself — out to CSV or XLSX. - Export case information produces
the PDF report of a single case, with its activity log, for an audit or a regulator.
The first two are about volume, the third about evidence.
Updated 2 days ago
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