> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trurisk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulk importing clients

> How to import multiple clients and sites at once using a spreadsheet.

The bulk import tool lets you create multiple client and site records at once by uploading a spreadsheet. Each row in the file represents one site — company details are repeated on each row for any sites belonging to the same client.

To start an import, go to the **Clients** page, click the **···** menu in the top-right, and select **Import Clients**.

## Step 1: Upload file

Drag and drop your file into the upload area, or click **Browse** to select it from your computer.

Accepted formats: `.xlsx`, `.csv`

<Info>
  The import supports a **statement of values** format — one row per site, with company-level fields (name, address, currency, etc.) repeated on each row for sites belonging to the same client. TruRisk will group rows by company name and create the client and site records accordingly.
</Info>

## Step 2: Map fields

TruRisk automatically attempts to match your file's column headers to the corresponding fields in the platform. The mapping screen shows three columns:

| Column        | Description                                                              |
| ------------- | ------------------------------------------------------------------------ |
| TruRisk Field | The field name in TruRisk                                                |
| Headers       | The matched column from your file (or a dropdown to select one manually) |
| Preview data  | Sample values from the first rows of your file                           |

For each field you want to import, click the **✓** (tick) button to confirm the mapping. Only confirmed mappings are imported — any field left unconfirmed is ignored, even if it was auto-matched.

Required fields (marked with **\***) must be confirmed before you can proceed. The required fields are:

| Field             | Description                                            |
| ----------------- | ------------------------------------------------------ |
| Company Name\*    | Used to identify and group sites under the same client |
| Company Country\* | The country of the client's headquarters               |
| Site Name\*       | The name of each site                                  |
| Site Country\*    | The country where the site is located                  |

The remaining fields are optional — confirm any that you want to include in the import.

<Tip>
  If a column in your file doesn't auto-match, use the **Header** dropdown for that field to select the correct column manually.
</Tip>

## Step 3: Preview import

Review the records that will be created before committing. This step shows a summary of the clients and sites TruRisk has parsed from your file, along with any warnings about rows that couldn't be matched or mapped.

## Step 4: Review results

After the import runs, a results screen shows which records were created successfully and which (if any) failed, along with the reason for each failure.

To fix errors, correct the relevant rows in your file and re-run the import. Only clients and sites that were not successfully imported previously will be created — records that already exist in TruRisk are ignored, so re-importing won't create duplicates.

<Info>
  The import only **creates** new records. It does not update existing clients or sites. If a client or site with the same name already exists, that row will be skipped.
</Info>

## Supported fields

### Company fields

| Field                   | Notes                                        |
| ----------------------- | -------------------------------------------- |
| Company Name\*          | Required                                     |
| Company Country\*       | Required                                     |
| Company Description     |                                              |
| Company Account Number  |                                              |
| Company SIC Code        |                                              |
| Company Sector          |                                              |
| Company Currency        | Defaults to account currency if not provided |
| Company Post Code       |                                              |
| Company Address Line 1  |                                              |
| Company Address Line 2  |                                              |
| Company GPS Coordinates | Latitude/longitude pair                      |

### Site fields

| Field                    | Notes                   |
| ------------------------ | ----------------------- |
| Site Name\*              | Required                |
| Site Country\*           | Required                |
| Site Description         |                         |
| Site Currency            |                         |
| Site SIC Code            |                         |
| Site State / Province    |                         |
| Site GPS Coordinates     | Latitude/longitude pair |
| Site Total Insured Value |                         |