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.


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