Import Customer Data

Import your client data into spektr.

Written by Yuri Beckers

There are two main ways to get your client / customer data imported:

1. CSV Upload
For information about the CSV Import, please visit this article:
CSV Upload

2. API

For the API import the details are available in our API doc here: https://spektr.readme.io/reference/dataimportcontroller_create_v1

1. Create a dataset (the object that contain a collection of client record).

2. Import client records.

For the import you can set any fields/datapoints you would like, we call them workspace fields and they can be created directly in the platform here:

https://platform.spektr.com/platform-settings/fields.

A set of fields are already predefined and used for the core information like first_name, last_name, or company_name.

Using these helps spektr displaying the main info in the right places.

Another important note:
You can pass a reference to spektr and use it to query back your client records saved in spektr. See endpoint here.

You can set you own spektr API keys here: https://platform.spektr.com/settings/developer.