Data Import & Export

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. Exports from tools like Pixie, Engager and BrightManager are recognised out of the box — client details, addresses, tax references, key dates, notes and AML provider links all land in the right fields.

Many systems export companies and their people as separate files. Sodium has a dedicated contacts import for exactly this: import your clients first, then upload the contacts file, and every contact is linked to the right client automatically — matched by client name, with primary contacts becoming the client's main contact and directors linked with the right role.

Re-running an import is always safe: existing contacts are updated rather than duplicated, and any rows that need attention come back as a downloadable file with the reason for each, ready to fix and re-upload.

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.

Bulk-assign billable services to your clients by uploading a CSV. Download a template pre-filled with your existing clients and services, fill in the prices and frequencies, and upload it back. Sodium shows you a preview of exactly what will be created or updated before you confirm.

Migrating from another system? Sodium automatically detects files exported from tools like Engager and Bright Manager and walks you through converting them to our format, with no manual reformatting needed. See our Engager and Bright Manager migration guides for a step-by-step walkthrough.

Export your tasks to CSV — the full list, or just the statuses and date range you're interested in. Every row keeps its task code, so you can bulk-edit due dates, statuses or assignees in a spreadsheet and upload the file back to update the tasks in place rather than duplicating them. Rows without a code are created as new tasks, which makes the same file a ready-made template.

Switching from another system? Upload its task export and Sodium will recognise the format, ask you to match each assignee and status to yours, and convert the file for you. Anything without a matching field in Sodium — the original status, priority, client reference, progress notes — is preserved as a note on the task rather than dropped.

If we don't recognise your file, get in touch and send us a copy — we'll get it recognised and converted for you.

Everything above works in reverse, too. Export your clients, services and tasks to CSV at any time — standard fields, custom fields, the lot.

And CSV is just the start. We don't believe in holding your data hostage: the full story — API access to every piece of your data, read-only keys for AI agents, and how other vendors can connect with your permission — is on exporting your data.