Import logs from CSV

If you’re moving to Praktor from somewhere else, you can bring your history in from CSV files. There are two separate imports: one for interactions (logs) and one for contacts (people). They use different file formats, so make sure you’re using the right one.

Importing interactions (logs)

Use Import from a client’s logs, or the bulk import page, to load past interactions across one or more clients at once.

File format: download the template from inside Praktor to get it exactly right:

client_name,date,content
"Example Client",2026-01-15,"Met with stakeholders to discuss Q1 goals."
"Example Client",,"Follow-up call about integration progress."

• client_name (required) must match an existing client’s name exactly.
• content (required) is the interaction summary.
• date (optional): leave it blank to use today; future dates aren’t allowed.
• Up to 200 rows per file (files up to 2 MB).

How it works:

1. Upload your file (or grab the template first).
2. Review: Praktor checks every row and shows you which are valid, with a clear, per-row explanation of anything that needs fixing, plus a preview.
3. Import: this runs only when every row is valid, so fix any errors and re-upload if needed. Each imported note is then analysed just like one you’d log yourself.

Importing is free. Only the analysis of each imported note uses credits, and if you run out partway through, the rest still save and simply wait as paused until you top up.

Importing contacts (people)

From a client’s Contacts tab, managers and editors can import a list of people from CSV. Praktor detects the name column (and a role column if present), previews the first few rows, and imports up to 500 rows at a time. Each name is checked against people Praktor already knows, so duplicates are flagged for review rather than created blindly. See Contacts.

Which import do I need?