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Import Wizard Coming Soon: The structured CSV import wizard with column mapping is currently in development. However, Every Agent can already read and extract data from CSV, Excel, and Word files - perfect for processing receipts, invoices, reports, and other documents.

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Overview

Every provides multiple ways to import your business data: Direct Imports:
  • Google Contacts - Import all your Google contacts with one click
  • LinkedIn Connections - Import your LinkedIn network from CSV export (with optional AI relationship summaries)
File Processing (via Every Agent):
  • CSV, Excel, Word - Upload files to the agent chat for data extraction and analysis
For importing existing contacts from other platforms, use the direct import options on the Contacts page. For processing data files or migrating from other invoicing systems, use Every Agent’s file processing capabilities.

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LinkedIn Contacts Import

Import your LinkedIn connections directly into Every’s Contacts system, complete with optional AI-powered relationship summaries from your message history.

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How to Export from LinkedIn

  1. Go to LinkedIn Data Privacy settings
  2. Click “Get a copy of your data”
  3. Select “Connections” (and optionally “Messages” for AI summaries) and click “Request archive”
  4. Wait for the email - LinkedIn often sends two exports over 24-48 hours. The second, larger one is the one you want
  5. Download the ZIP and extract it
  6. Find Connections.csv (and optionally Messages.csv) among the CSV files

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Importing LinkedIn Connections

Go to Contacts page → Click Import dropdown → Select LinkedIn → Follow the wizard:
  1. Instructions - Review the LinkedIn export steps
  2. Upload - Drag and drop or browse for your Connections.csv file
  3. Preview - See how many contacts will be imported (duplicates are automatically filtered)
  4. Import - Click to import new contacts
What gets imported:
  • Name (First + Last)
  • Email address (if available on LinkedIn)
  • Job title/Position
  • Company (stored in notes for agent context)
  • LinkedIn profile URL (stored as a social link)
Many LinkedIn connections don’t share their email address. These contacts are still imported by name and can be enriched later to find contact details.

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AI Relationship Summaries (Optional)

After importing contacts, you can upload your LinkedIn Messages.csv to generate AI-powered relationship timelines for each contact. How it works:
  1. After contact import completes, click “Upload Messages.csv”
  2. Every matches your message history to imported contacts via LinkedIn profile URLs
  3. AI analyzes your conversation history and generates concise summaries
  4. Summaries appear in each contact’s notes section
Example AI summary: 
## LinkedIn Message History
2024 - Connected and discussed potential collaboration
2024 - Caught up at industry conference
2025 - Discussed hiring for board company
Relationship summaries help Every Agent understand your history with each contact, enabling better personalized communication suggestions.

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Google Contacts Import

Import your entire Google Contacts library into Every with automatic deduplication and social link capture.

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Quick Import

Go to Contacts page → Click Import dropdown → Select Google Contacts First time setup:
  1. Click “Authorize Google Contacts” if not already connected
  2. Grant contacts read permission
  3. Every fetches and analyzes your Google contacts
Preview and Import:
  • See total contacts from Google
  • View how many are new vs. already in Every
  • Non-person contacts (organizations, bots) are automatically filtered
  • Click Import to add new contacts
What gets imported:
  • Name
  • Email address
  • Phone number
  • Organization (stored in notes)
  • Social URLs (LinkedIn, Twitter, GitHub, etc.)
Google Contacts import is separate from the “Scan Contacts” workflow on the Home page. Import brings in all your Google contacts, while Scan Contacts uses AI to identify which contacts look like potential business clients.

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File Processing with Every Agent

Every Agent can process multiple file formats to extract and analyze your business data. Upload spreadsheets, documents, and data files directly to the agent chat. Supported File Formats:
  • CSV - Comma-separated values, universal spreadsheet format
  • Excel (XLSX) - Modern Excel workbooks (Excel 2007+)
  • Excel (XLS) - Legacy Excel 97-2003 format
  • Word (DOCX) - Microsoft Word documents
  • PDF - Portable Document Format
  • Images - JPG, PNG, GIF, WEBP (for receipts and scanned documents)
Current capabilities:
  • Upload and extract data from all supported file types
  • Process multi-sheet Excel workbooks
  • Extract tables, headings, and structured content from Word docs
  • Smart sampling for large files (prevents overwhelming the system)
  • Batch process multiple files at once
Coming soon:
  • Intelligent column mapping for structured imports
  • Batch import hundreds of records
  • Progress tracking for large imports
All file processing is handled conversationally through Every Agent. Upload your file and describe what you need - the agent extracts and processes the data.

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Quick Start

Upload and extract: Open Every Agent chat → Upload file (CSV, Excel, or Word) → Agent reads and extracts content → Ask questions or request actions based on the data Example conversations: 
You: "Extract the data from this Excel file"
[Attach XLSX file]

Agent: "I found 3 sheets in your Excel workbook:
       - Sheet 1: Client List (150 rows) - names, emails, phone numbers
       - Sheet 2: Invoice History (500 rows) - dates, amounts, statuses
       - Sheet 3: Expenses (200 rows) - categories, merchants, amounts

       What would you like me to do with this data?"

You: "Read this Word document and summarize the key points"
[Attach DOCX file]

Agent: "This is a consulting agreement with the following key terms:
       - Client: Acme Corp
       - Rate: $175/hour
       - Scope: Website redesign and development
       - Duration: 6 months
       - Payment terms: Net 30..."

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File Format Details

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Excel Files (XLSX, XLS)

Every Agent intelligently processes Excel workbooks: Multi-sheet handling:
  • Single sheet: Extracts up to 500 rows
  • 2-5 sheets: Extracts 50 rows per sheet with summaries
  • 6+ sheets: Processes first 3 sheets (50 rows each) plus summary of remaining
Features:
  • Preserves column headers
  • Handles formulas (shows calculated values)
  • Limits to 20 columns to prevent data overload
  • Detects and reports password-protected files
Example prompts: 
"Extract the client list from Sheet 2 of this Excel file"
"Summarize all sheets in this workbook"
"Find all invoices over $5,000 in this spreadsheet"

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Word Documents (DOCX)

Every Agent extracts structured content from Word documents: What gets extracted:
  • Headings preserved as Markdown headers
  • Paragraphs and body text
  • Tables formatted for readability
  • Document structure maintained
Best for:
  • Contracts and agreements (extract terms, dates, amounts)
  • Proposals (summarize scope and pricing)
  • Reports (find key data points)
  • Any text-heavy business document
Example prompts: 
"Read this contract and list the payment terms"
"Extract the pricing table from this proposal"
"Summarize the key deliverables in this SOW"

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CSV Files

Universal spreadsheet format, supported by all spreadsheet applications: Intelligent processing:
  • Auto-detects delimiters (comma, semicolon, tab)
  • Small files (≤100 rows): Full extraction
  • Large files (>100 rows): First 50 rows + metadata summary
  • Handles various date and number formats
Example prompts: 
"Analyze this CSV and tell me what data it contains"
"Find all rows where the amount is over $1,000"
"Calculate the total revenue from this CSV"

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What You Can Import (Coming Soon)

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Supported Entity Types

Clients:
  • Company name and contacts
  • Email, phone, address
  • Website and notes
  • Custom fields
Invoices:
  • Historical invoice records
  • Line items with quantities and rates
  • Tax information
  • Payment status
Expenses:
  • Expense records with categories
  • Merchant information
  • Billable status
  • Receipt references
Payments:
  • Payment records linked to invoices
  • Payment dates and amounts
  • Payment method information
Offerings:
  • Service/product templates
  • Pricing information
  • Descriptions
Time Entries:
  • Logged hours
  • Client and project associations
  • Billing status

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Best Use Cases

  • Migrating from another invoicing system (FreshBooks, Wave, etc.)
  • Importing historical data for analytics
  • Bulk client onboarding from CRM export
  • Loading past invoices for payment tracking
  • Importing expense reports from spreadsheets

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How Import Works

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Step 1: Upload CSV

Start by uploading your CSV file to the Every Agent chat: 
You: "Import this CSV of historical invoices"
[Attach CSV file to chat]

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Step 2: Automatic Analysis

Agent analyzes your CSV and reports:
  • Entity type detected (invoices, clients, etc.)
  • Row count (e.g., “500 invoices found”)
  • Column identification
  • Required field check
  • Proposed batch size

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Step 3: Column Mapping

Agent shows proposed column mapping: 
CSV Column          →  Every Field
─────────────────────────────────────
Client Name         →  client.name
Invoice Number      →  invoice_number
Invoice Date        →  issue_date
Amount              →  total
Due Date            →  due_date
Description         →  notes
Adjust mappings as needed: 
You: "Map 'Customer' column to client.name instead"
Agent: [Updates mapping and shows revised preview]

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Step 4: Preview & Validation

Agent shows preview of first few rows: 
Preview Row 1:
  Client: ACME Corp
  Amount: $5,000.00
  Date: 2024-01-15
  Due: 2024-02-14

Preview Row 2:
  Client: TechStart Inc
  Amount: $12,500.00
  Date: 2024-01-20
  Due: 2024-02-19

✓ All required fields present
✓ Dates in valid format
⚠ 3 clients don't exist yet (will be created)

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Step 5: Execute Import

You: "Looks good, proceed"

Agent: Starting import...
Batch 1/5: Processing rows 1-100... ✓ Complete (2.3s)
Batch 2/5: Processing rows 101-200... ✓ Complete (2.1s)
Batch 3/5: Processing rows 201-300... ✓ Complete (2.4s)
Batch 4/5: Processing rows 301-400... ✓ Complete (2.2s)
Batch 5/5: Processing rows 401-500... ✓ Complete (2.0s)

Import complete!
  ✓ 500 invoices created
  ✓ 47 new clients created
  ⚠ 3 rows skipped (invalid data)

[View import log for details]

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CSV Format Requirements

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General Requirements

  • Headers: First row must contain column headers
  • One record per row: Each row represents one record
  • Encoding: UTF-8 (for special characters)
  • Separators: Comma (,), semicolon (;), or tab supported

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Date Formats

All common formats are automatically detected:
  • YYYY-MM-DD (recommended): 2024-01-15
  • MM/DD/YYYY: 01/15/2024
  • DD/MM/YYYY: 15/01/2024
For best results, use YYYY-MM-DD format consistently throughout your CSV.

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Amount Formats

  • With currency symbol: $5,000.00
  • Without currency: 5000.00 or 5,000.00
  • Commas and periods handled automatically

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Required Fields by Entity Type

Clients:
  • Name (required)
  • Email (highly recommended)
  • Phone, address, website (optional)
Invoices:
  • Client name or email (to match/create client)
  • Amount OR line items
  • Issue date
  • Invoice number (optional - will generate if missing)
Expenses:
  • Merchant name
  • Amount
  • Date
  • Category (optional - will auto-categorize)

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Example CSV Formats

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Clients CSV

Name,Email,Phone,Website,Address
ACME Corp,contact@acme.com,555-0100,acme.com,"123 Main St, NYC"
TechStart Inc,hello@techstart.com,555-0200,techstart.io,"456 Oak Ave, SF"
Beta Solutions,info@beta.com,555-0300,beta.solutions,"789 Elm Dr, LA"

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Invoices CSV (Simple)

Client,Amount,Date,Due Date,Description
ACME Corp,5000.00,2024-01-15,2024-02-14,Consulting Services Q1
TechStart Inc,12500.00,2024-01-20,2024-02-19,Website Development
Beta Solutions,8000.00,2024-01-25,2024-02-24,Branding Package

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Invoices CSV (With Line Items)

For invoices with multiple line items, use one row per line item with the same invoice number: 
Client,Invoice Number,Date,Item Description,Quantity,Rate,Tax Rate
ACME Corp,INV-001,2024-01-15,Consulting Services,40,125.00,0
ACME Corp,INV-001,2024-01-15,Travel Expenses,1,500.00,0
TechStart Inc,INV-002,2024-01-20,Web Design,1,8000.00,13
TechStart Inc,INV-002,2024-01-20,Development,80,150.00,13

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Expenses CSV

Date,Merchant,Amount,Category,Description,Billable,Client
2024-01-15,Office Depot,87.50,Office Supplies,Printer paper and ink,No,
2024-01-18,Delta Airlines,450.00,Travel,Flight to client meeting,Yes,ACME Corp
2024-01-20,Starbucks,24.50,Meals,Client coffee meeting,Yes,TechStart Inc

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Handling Import Errors

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Common Issues & Solutions

Missing client:
  • Problem: Invoice references client that doesn’t exist
  • Solution: Agent creates new client automatically using name from CSV
Invalid date:
  • Problem: Date in unrecognized format
  • Solution: Fix in CSV or tell agent: “Use MM/DD/YYYY format for dates”
Duplicate invoices:
  • Problem: Invoice number already exists
  • Solution: Agent skips duplicates, or specify: “Append -IMPORT to duplicate invoice numbers”
Missing required fields:
  • Problem: Row missing required data
  • Solution: Agent skips row and reports in summary
Ask Every Agent to handle errors:
  • “Skip rows with missing client names and show me which ones”
  • “For duplicate invoice numbers, add ‘-OLD’ suffix”
  • “Create new clients for any client names not found”

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Advanced Features

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Reusable Import Scripts

If you import similar CSVs regularly (like monthly expense reports), Every Agent can reuse the mapping: 
You: "Import this month's expense report using last month's import script"
Agent: "Detected same structure, reusing mapping from January import..."

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Conditional Imports

Apply filters or transformations during import: 
"Import invoices but only for clients with @acme.com email domain"
"Import expenses and mark all as billable to ACME Corp"
"Import clients but skip any already in the system"

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Progress Tracking

For large imports, you can close the browser and come back later: 
Agent: "Import in progress (Batch 8/20)... You can close this window."

[Later, you return]

Agent: "Your import finished 10 minutes ago. 1,000 records imported."

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Batch Updates

Beyond imports, Every Agent can batch-update existing records: 
"Update all clients in 'Enterprise' category to Net 45 payment terms"
"Add CC email accounts@company.com to all corporate clients"
"Archive all clients with no invoice activity in the last 2 years"
"Change tax rate to 13% on all offerings in the 'Consulting' category"

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Best Practices

Start small and clean your data - Test with 10-20 rows first, remove empty rows, and fix formatting inconsistencies in Excel before uploading large files.
Use consistent date formats - Stick to YYYY-MM-DD format throughout your CSV for best results.
Import clients first - If importing both clients and invoices, import clients first so invoices can link correctly.

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Common Workflows

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Migration from Another System

  1. Export data from old system as CSV
  2. Open Every Agent chat
  3. Upload CSV: “Import these invoices from FreshBooks”
  4. Review mapping and adjust as needed
  5. Preview sample rows
  6. Confirm and execute import
  7. Verify imported data in Every

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Monthly Expense Import

  1. Export expenses from bank/credit card as CSV
  2. Upload to Every Agent
  3. Agent recognizes format from previous imports
  4. Quick review and import
  5. Categorize any uncategorized expenses

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Bulk Client Onboarding

  1. Prepare client list in Excel/Sheets
  2. Export as CSV with Name, Email, Phone columns
  3. Upload: “Import these 200 new clients”
  4. Agent creates all client records
  5. Review and enrich client data as needed

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Troubleshooting

Import seems stuck:
  • Large imports may take several minutes
  • Agent shows progress (e.g., “Batch 3/10”)
  • You can close browser and check back later
Too many errors:
  • Clean your CSV data in Excel first
  • Remove rows with missing required fields
  • Ensure dates are in consistent format
  • Check for special characters causing issues
Wrong data imported:
  • Always preview before confirming import
  • Use small test file first (10-20 rows)
  • Check column mapping carefully
Can’t find imported records:
  • Check filters (may be filtering out imported data)
  • Search by specific field values
  • Ask agent: “Show me all records imported today”

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Next Steps

Export Data

Export your data to CSV for accounting software

Every Agent

Learn more about what the agent can do

Manage Clients

Work with your imported clients

Create Invoices

Invoice your imported clients
Need help? Contact support at hello@every.ai