Clients & CSV Import¶
A client profile stores a customer's details once so every workflow you run for them pre-fills automatically, no re-typing business names, licence numbers, or contact details. Client fields are encrypted at rest.
Adding clients¶
- Add Client, enter details manually.
- Import CSV, bulk-create profiles from a contact export (see below).
- From an intake submission, when a client submits a shareable link, a profile is created automatically.
- From a CRM, pull contacts live from Zoho.
Each client has a name, a reference (e.g. licence/CR number), a category (company / individual), and a set of fields used to pre-fill workflows.
CSV import¶
Clients → Import CSV bulk-creates profiles from any CRM or Salesforce contact export, no template required. Scroll auto-maps the column headers to client fields:
| CSV header (any of these) | Maps to |
|---|---|
| First Name / Given Name | first name |
| Last Name / Surname | name |
| Full Name / Name / Contact Name | full name |
| Account / Company / Organization | business |
| Email / E-mail | |
| Phone / Tel | phone |
| Mobile / Cell | mobile |
| Nationality, Passport, Emirates ID, Trade Licence, CR Number, VAT / TRN, Industry | the matching regulatory field |
- Scroll derives each client's name (full name → first+last → company → email) and reference (licence / CR / VAT / EID if present), and tags them individual or company.
- Rows with no usable name are skipped; you get a summary (e.g. "Imported 5 clients. 1 row skipped").
- Works for any CRM export, with no API setup, so it never breaks when a vendor changes their API rules.
Using a client in a workflow¶
When you open a workflow, choose Load from client and pick the client. Scroll maps their stored data onto that workflow's specific fields, even when field names differ, using concept matching (name, company, email, phone, licence, CR, VAT, nationality, passport, EID…). Filled fields are highlighted; missing ones are shown so you can request them from the client.
Automations¶
A client can have renewal automations attached, a workflow + a deadline + how many days ahead to auto-prepare. These power Renewal Autopilot, which prepares the renewal before its deadline without anyone lifting a finger.