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Getting your data in

Five of the things a business already keeps in a spreadsheet go in as that spreadsheet: the asset register, the contract register, the policy list, the check sheets and the customer list. Nothing here is typed twice.

What it reads

A comma-separated file - .csv - which is what every spreadsheet exports. .xlsx is not read: it is a zip of XML, and a reader for it would be a dependency inside every tool for a format every spreadsheet can already save out of.

How it goes

1. In the tool, press Import a spreadsheet, beside the first action.
2. Pick your file. Keyway proposes which column is which, from the headings.
3. Read the preview. It shows the first rows exactly as the register would store them, and every row it will refuse, with the reason for each.
4. Press the button, which carries the number of rows it is about to write.

What it refuses, and why each refusal is deliberate

• A date that could be two dates. 05/01/2027 is the fifth of January here and the first of May in London, and nothing in the file says which. Write 2026-09-30 or 30 Sep 2026, which is what Keyway itself writes.
• A customer name that matches nothing, or matches two. An import files rows against companies you already have. It never creates a company out of a spelling in a spreadsheet.
• A number outside the range the tool states. It is refused rather than quietly changed to the nearest allowed one.
• Anything that would record a person agreeing to something. No column can be mapped to an acknowledgement. Somebody saying they read a policy is a thing they did, not a column somebody typed.

A refused row does not stop the file. The rest are written and the result names every line it would not take, so you fix those four rows rather than the file.

Running it twice is safe

Each import is recorded against the file's own fingerprint. Importing the same file again writes nothing, and the preview says so before you press anything.

What it does not do

• There is no undo. The preview and the safe re-run are the safety, and both come before the button rather than after it.
• It only creates. A file naming something the register already holds is refused by the register. Updating rows in bulk is not built.

If a file will not go in

Write to support@keywaysuite.com and say which tool and what the preview said. We answer within one business day. Do not send us the file if it has customer names in it; the refusal text is enough.