> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Importing CSV Data
> CSV for all fields and sample data needed to import the necessary information.
This guide explains how to import information into Upmind using a CSV file, including examples of required columns and formats. These include:
1. **Client payment details**
2. **Client data**
3. **Contracts**
4. **Invoices**
5. **Product data**
6. **User data**
Upmind is [ISO 27001 certified](https://docs.upmind.com/legal-and-information/information-security) and uses enterprise-grade security to protect your payment data during import and storage, ensuring your customers’ information remains safe throughout the process.
## Importing CSV
1. You can import CSV files from **Settings** > **Imports** under **Miscellaneous**.
2. Then click on **Upload CSV files**.
## Client payment details
| **Field Name** | **Description** | **Example** |
| ----------------------------- | ---------------------------------------------------------------------- | ------------------------------ |
| id | Unique record identifier. | 1 |
| client\_id | Upmind client identifier. | 1 |
| payment\_method\_name | Descriptive name of the payment method. | Visa ending 4242 |
| gateway\_provider\_code | Payment gateway identifier used by Upmind. | PayPal\_Rest |
| is\_default | Indicates if this is the default payment method (1 for yes, 0 for no). | 1 |
| allow\_auto\_payment | Specifies if automatic payments are allowed (1 = yes). | 1 |
| imported\_address\_id | Reference ID for the imported billing address. | 61051 |
| card\_type | Type of credit card used. | visa |
| card\_last4 | Last four digits of the card number. | 4242 |
| card\_expire\_date | Card expiration date in MM/YYYY format. | 11/2023 |
| payment\_method\_token | Unique token representing the payment method in the gateway. | pm\_1NpTxkEZLEAqFQ2mTqZcDC6c |
| customer\_reference | Customer reference ID from the payment gateway. | cus\_OcjQJtdNFORBpu |
| stripe\_setup\_intent | Stripe setup intent ID. | seti\_1NpTyoFSPY1r1zi86UsAyzql |
| stripe\_payment\_method\_type | Payment method type registered with Stripe. | paypal |
| address\_1 | Primary street address. | Varna |
| address\_2 | Secondary address line. | Apt 5B |
| country\_code | Two-letter ISO alpha-2 country code. | BG |
| region\_code | Regional or state code. | 13 |
| postcode | Postal or ZIP code. | 4400 |
## Client data
| **Field Name** | **Description** | **Example** |
| ---------------------- | --------------------------------------------- | ------------------------------------------------------------- |
| id | Unique client record identifier. | 1 |
| first\_name | Client's first name. | Leon |
| last\_name | Client's last name. | Gomez |
| has\_login | Indicates login access (1 for yes, 0 for no). | 1 |
| verified | Client's verification status (1 = verified). | 1 |
| email | Client email address. | [client1@upmind-client.com](mailto:client1@upmind-client.com) |
| phone\_phone | Client’s phone number. | 888777777 |
| phone\_country\_code | Two-letter ISO alpha-2 country code. | BG |
| phone\_verified | Phone verification status (1 = verified). | 1 |
| address\_address\_1 | Street address line 1. | Sofia |
| address\_city | City name. | California |
| address\_postcode | Postal or ZIP code. | 1220 |
| address\_country\_code | Two-letter ISO alpha-2 country code. | BG |
| address\_verified | Address verification status (1 = verified). | 1 |
| company\_name | Client company name. | Upmind Solutions Ltd. |
| company\_verified | Company verification status (1 = verified). | 1 |
| currency\_code | Client's default currency in ISO 4217 format. | GBP |
## Contracts
| **Field Name** | **Description** | **Example** |
| ------------------------------------------------- | ----------------------------------------- | -------------------------- |
| id | Unique contract identifier. | 1 |
| name | Contract title or name. | Standard Hosting Agreement |
| start\_date | Contract start date in YYYY-MM-DD format. | 2025-01-27 |
| activation\_date | Date contract was activated. | 2025-01-27 |
| client\_id | Associated client’s unique ID. | 1 |
| company\_id | Linked company identifier. | 42 |
| address\_id | Billing or service address ID. | 1 |
| total\_amount | Total contract value. | 20 |
| status | Contract state (e.g., contract\_pending). | contract\_pending |
| created\_at | Timestamp of contract creation. | 2025-01-27 04:41:14 |
| updated\_at | Timestamp of last update. | 2025-08-02 14:11:39 |
| contract\_product\_id | Unique contract product ID. | 101 |
| contract\_product\_product\_id | Product ID linked to contract product. | 1 |
| contract\_product\_name | Product name. | Shared Hosting |
| contract\_product\_description | Product description. | Shared Hosting |
| contract\_product\_billing\_cycle\_months | Billing cycle length in months. | 1 |
| contract\_product\_quantity | Number of products purchased. | 1 |
| contract\_product\_unit\_quantity | Unit of measurement for the product. | 5 GB |
| contract\_product\_price | Unit price per product. | 20 |
| contract\_product\_amount | Total amount for the product line. | 20 |
| contract\_product\_status | Status of the contract product. | contract\_pending |
| contract\_product\_total\_amount | Total cost including taxes and discounts. | 20 |
| contract\_product\_net\_amount | Amount before taxes. | 20 |
| contract\_product\_tax\_amount | Tax amount charged. | 0 |
| contract\_product\_net\_selling\_price | Selling price excluding taxes. | 20 |
| contract\_product\_base\_price | Base price of the product. | 20 |
| contract\_product\_selling\_price | Final selling price charged. | 20 |
| contract\_product\_net\_product\_discount\_amount | Discount amount on the product. | 0 |
| contract\_product\_created\_at | Contract product creation timestamp. | 2025-01-27 04:41:14 |
| contract\_product\_updated\_at | Contract product last updated timestamp. | 2025-08-02 14:11:39 |
| contract\_product\_renew | Flag if product auto-renews (1 = yes). | 1 |
| contract\_product\_initial\_invoice\_amount | Initial invoice amount for product. | 20 |
| contract\_product\_manual\_status | Flag for manual status override (0 = no). | 0 |
| currency\_code | ISO 4217 currency code. | GBP |
| contract\_product\_next\_due\_date | Next billing due date. | 2026-01-12 |
| main\_contract\_product\_id | Primary related contract product ID. | 101 |
| provisioning\_product\_type | Type of provisioning service. | hosting |
| provisioning\_domain\_registrar | Domain registrar name. | GoDaddy |
| provisioning\_hosting\_server\_id | Server identifier. | server123 |
| provisioning\_hosting\_type | Hosting type (e.g., shared-hosting). | shared-hosting |
| provisioning\_hosting\_hostname | Hosting server hostname. | server.hostname |
| provisioning\_hosting\_ip | Hosting server IP address. | 127.0.0.1 |
| provisioning\_username | Username for provisioning access. | hostingUser1 |
| provisioning\_domain\_name | Domain name provisioned. | mydomain.com |
## Invoices
| **Field Name** | **Description** | **Example** |
| --------------------------------- | ------------------------------------------------------- | ------------------- |
| id | Unique invoice identifier. | 1 |
| contract\_id | Associated contract’s unique ID. | 1 |
| number | Invoice number or reference code. | C-INV-00001 |
| client\_id | Client’s unique identifier. | 1 |
| user\_id | ID of user who created or manages the invoice. | 1 |
| net\_amount | Total amount before taxes. | 20 |
| tax\_amount | Tax charged on the invoice. | 4 |
| total\_amount | Total amount including tax. | 24 |
| paid\_amount | Amount already paid. | 0 |
| status | Invoice payment status (e.g., invoice\_unpaid). | invoice\_unpaid |
| paid\_datetime | Timestamp when payment was made; use NULL if unpaid. | NULL |
| due\_date | Payment due date in YYYY-MM-DD format. | 2025-01-27 |
| created\_at | Timestamp of invoice creation. | 2025-01-26 05:38:53 |
| updated\_at | Timestamp of last update. | 2025-01-27 18:51:51 |
| cancellation\_datetime | Timestamp of cancellation if any; NULL if none. | NULL |
| invoice\_product\_id | Unique identifier for invoice line item. | 1 |
| invoice\_product\_product\_id | Product ID linked to the invoice item. | 1 |
| invoice\_product\_name | Product or service name. | Shared Hosting |
| invoice\_product\_description | Description of the product or service. | Shared Hosting |
| invoice\_product\_quantity | Quantity billed. | 1 |
| invoice\_product\_unit\_quantity | Additional unit details if applicable; use NULL if N/A. | NULL |
| invoice\_product\_net\_amount | Net amount for the line item. | 20 |
| invoice\_product\_tax\_amount | Tax amount applied to the line item. | 4 |
| invoice\_product\_vat\_percentage | VAT or tax rate percentage. | 20 |
| invoice\_product\_total\_amount | Total line item amount including tax. | 24 |
| invoice\_product\_created\_at | Timestamp when this line item was created. | 2025-01-26 05:38:54 |
| invoice\_product\_updated\_at | Last update time for the invoice line item. | 2025-01-27 04:41:14 |
| currency\_code | ISO 4217 currency code for the invoice | GBP |
## Product data
| **Field Name** | **Description** | **Example** |
| ----------------------------- | ----------------------------------------------------------------- | --------------------------- |
| id | A unique number identifying each product. | 1 |
| name | The product's descriptive name. | Shared Hosting |
| product\_type | Numeric code representing the product category. | 1 |
| order\_type | Numeric code indicating how the product is ordered. | 1 |
| unit\_quantity | Optional unit measurement for the product. | NULL/5 GB |
| product\_billing\_type | Billing cycle type code. | 0 for one-time or recurring |
| available\_for\_sales | Whether the product is listed for sale (1 for yes). | 1 |
| clients\_can\_order | Indicates if clients can directly order this product (1 for yes). | 1 |
| price\_price | Product price, usually in decimal format. | 0 |
| price\_billing\_cycle\_months | Billing cycle length in months. | 1 |
| price\_currency\_code | ISO code for the currency. | GBP |
| provision\_configuration\_id | Identifier for the provisioning setup. | 12345 |
## User data
| **Field Name** | **Description** | **Example** |
| -------------- | ------------------------------------------------------------------ | ------------------------------------------- |
| id | Unique numeric identifier for each user. | 1 |
| firstname | User’s first name. | Brian |
| lastname | User’s last name. | West |
| username | Unique login name for the user. | bwest |
| email | User’s email address. | [user1@upmind.com](mailto:user1@upmind.com) |
| admin | Indicates administrative privileges (1 = admin, 0 = regular user). | 0 |
| active | User account status (1 = active, 0 = inactive). | 1 |
| language\_code | Preferred user interface language code (ISO 639-1). | en |
| group\_ids | Comma-separated list of group IDs the user belongs to. | 1,3,7 |
You can use the Upmind examples repository ([GitHub csv-import-examples](https://github.com/upmind/csv-import-examples/blob/main/client-payment-details.csv)) for additional CSV templates.