CSV Import Guide
Import historical call data from Google Sheets — prepare, preview, import and undo.
Overview
The CSV Import feature lets you bring in historical call data from Google Sheets. This is useful when you are setting up SAVVii for the first time and want to populate it with past records.
Preparing Your Google Sheet
The system recognises these column headers (column order does not matter):
| Column header | Notes |
|---|---|
| Sales Call Date | Any standard date format e.g. 14/05/2026 or May 14 2026 |
| Member Name | The name of the person on the call |
| Result | See outcome values below |
| Pitch Type | 1st Pitch, Re-Pitch or Re-App |
| Program Purchased | Executive, Executive Plus or Coaching Mentorship |
| Price Sold | Numeric value e.g. 5000 or $5,000 |
| Cash or Finance | Cash or Finance |
| PIF or Plan | PIF or Plan |
| Cash Collected | Numeric value |
| Payment Plan | Free text e.g. 3 months at $500 |
| Reschedule Date/Time | Date of the rescheduled call |
| Commission | Numeric value |
| Call Recording Link | URL to the recording |
| Notes | Any call notes |
Accepted outcome values
| In your sheet | Imported as |
|---|---|
| Sold | Sold |
| PNS | PNS |
| NQ | Not Qualified |
| Reschedule | Reschedule |
| No Show | No Show |
| Waiting Finance or WF | Waiting Finance |
Exporting Your Sheet as CSV
- 1Open your Google Sheet
- 2Go to File → Download → Comma-separated values (.csv)
- 3Save the file somewhere easy to find
Running the Import
- 1Go to the Team tab and click Import CSV in the top right.
- 2Select the agent whose calls you are importing.
- 3Optionally select an offer to attribute the calls to.
- 4Select your CSV file.
- 5Click Preview — this shows the first 5 rows and confirms the columns were detected correctly.
- 6Click Import all rows — a progress bar shows as records are saved.
One agent at a time: Import one agent's sheet at a time. This ensures records are correctly attributed and makes it easy to undo if needed.
Undoing an Import
Every import is tracked with a unique batch ID. To undo:
- 1Go to the Team tab and scroll to Import history at the bottom.
- 2Find the import you want to remove — it shows the agent name, record count and date.
- 3Click Undo and confirm the deletion.
This permanently deletes all records from that import batch. The action cannot be undone. Make sure you are removing the correct batch before confirming.