Getting your data into Sodium should be straightforward, not a weekend project. Whether you're migrating from another system, importing from a spreadsheet, or syncing from accounting software, Sodium provides the tools to make it painless.
And when you need data out - for reporting, compliance, or analysis - export to CSV or use the API for programmatic access to everything.
Upload a CSV file and Sodium's field mapping wizard walks you through matching your columns to Sodium fields. The wizard previews how your data will look before committing, so you can catch issues early.
Import clients, contacts, and related data in bulk. The wizard handles different date formats, optional fields, and data validation automatically.
Already using Xero, QuickBooks, or another platform? Import your client list directly through Sodium's accounting software integrations. Connect your account with OAuth, then pull in your client data with field mapping handled automatically.
Platform imports understand the structure of each source system, so fields map correctly without manual configuration.
When you upload a CSV, Sodium intelligently analyses the column headers and automatically maps them to the corresponding fields in the system. Common variations are recognised out of the box — whether your file calls it "Company Name", "Client Name", or just "Name", Sodium works out where it should go.
If you import regularly — for example, a monthly client list update from an external system — you can save your field mappings for next time. The next time you upload a file with the same structure, your saved mapping is applied automatically. No need to re-map columns every time — just upload and go.
Export your client data to CSV at any time. Use exports for reporting, sharing with colleagues who don't have Sodium access, or feeding data into other tools.
Exports include all standard fields and any custom data you've added to your records.
We don't believe in holding your data hostage. The Sodium API gives you full programmatic access to your data — all of it. Build integrations with your in-house systems, automate data syncs, or connect Sodium to your existing toolchain.
Everything you can do in the app, you can do through the API. Whether it's your own development team building custom integrations, third-party tools connecting to your practice data, or AI agents working on your behalf — your data is always accessible.
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