Import a CSV

Your contacts are sitting in a spreadsheet, and you want them in Vetta without typing a single row. On People, open the menu next to New and click Import. Target Database is where the rows go, here People. Then choose the import mode. Create Only adds new people and skips anyone you already have. Update Only refreshes the people you have and skips the rest. Create and Update does both. Now upload your file, a CSV, XLSX or XLS, and check the preview. Next, match your columns. Job Title, City and Persona matched on their own, because their names fit. Set Full name, which splits into first and last name, then Email. Until a unique value like an email, a phone or a LinkedIn URL is mapped, Next Step stays off, because that's how Vetta recognizes people you already have. Validate data flags anything that doesn't fit. Advisor isn't a Persona option yet, so add it. Last, untick any row you want to leave out, start the import, and the new people land in your list. After each roundtable, Alex pastes the list into Claude. Claude imports 40: 34 new, 6 updated. Claude, ChatGPT or any assistant you connect to Vetta works on your real workspace, so paste the next list, then go bigger. In Vetta, check the 34. Bigger files still use Import.