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Import Clients & Data

How to transfer client data into Kiip with spreadsheet import

Kiip allows you to import existing client lists from Findhelp or other software providers using a spreadsheet. This import can include specific contact information, demographic details, and household information. Additional data, such as case notes or documents, may be able to be imported on a case-by-case basis, if you are an existing Findhelp customer.

Before you start

We recommend identifying the type of historical data you want to bring into Kiip. Consider which data fields—such as contact info, demographics, or household details—are most important to transfer.

Import process

  1. Prepare your client list in a spreadsheet format which we will provide you with the relevant fields.
  2. Contact our support team to discuss your import needs and provide your spreadsheet.
  3. Our team will assist with importing the data into Kiip and answer any questions about additional data like case notes or documents.

Data we can import

  • first name last name
  • email phone
  • contact preference
  • address 
  • lives at current location: Yes, No
  • client birth date  
  • gender
  • languages
  • head of household? Yes, No
  • # of people in household
  • household member information (for each person)

If you have additional data import needs please contact us directly. 

Need help?

To get started, please email our support team.