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Import a spreadsheet (CSV)

Bring an existing inventory from Excel, Google Sheets or another app into Claimfrog in three steps, and undo it if something looks wrong.

All plans 3 min readUpdated Open in Claimfrog

Already have an inventory in a spreadsheet, or the template your insurer gave you? Import it instead of retyping it.

Before you start

Claimfrog imports CSV files. In Excel choose File › Save As › CSV. In Google Sheets choose File › Download › Comma-separated values (.csv).

Not sure how to lay out your file? Click Download a template in the import window and copy your data into it.

Steps

  1. Open Items. Click the arrow next to Add Item and choose Import a spreadsheet.
  2. Upload: click Choose File and pick your CSV. The first row must contain column headers.
  3. Map fields: each column in your file is matched to a Claimfrog field (Item Name, Category, Room, Replacement Value, Quantity, Brand, Model, Serial Number, UPC, Purchase Price, Date of Purchase, Place of Purchase, Description, Tags).
    • Columns marked Matched were recognized by their header.
    • Columns marked AI suggestion were matched by AI. Check them.
    • Choose a field for any column you want to keep, or leave it as Not imported.
    • One column must be mapped to Item Name.
  4. Review: check the preview. Rows with problems are flagged; rows without a name are skipped, and any other bad value (an invalid date or price) is left blank.
    • Tick Skip rows that are already in your inventory to avoid duplicates.
    • If your file has rooms or categories you don't have yet, choose whether to add them to your lists.
  5. Click Confirm & Import.

Undo an import

Changed your mind? Click Undo import on the confirmation to remove every item that import added.

Good to know

  • Headers in English, French and Spanish are recognized automatically. A file exported from Claimfrog imports back with no AI needed.
  • Dates like 03/04/2024 are ambiguous. The review step shows Dates read as with the format it picked. Click Change if it's wrong.
  • European number formats (1.234,56) and files saved by older versions of Excel are handled.
  • Very large files can be slow. Consider splitting a file with thousands of rows into a few smaller ones.

Troubleshooting

  • "The file needs a header row and at least one item row." Make sure row 1 holds the column names and your data starts on row 2.
  • "Automatic column matching is unavailable right now." Choose a field for each column yourself; the import still works.

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