CSV & Excel Import

CSV & Excel import lets you bulk-create individuals, companies, trusts, SMSFs, partnerships, and assets (including liabilities) from a spreadsheet, instead of adding them one at a time through the entity forms. You fill in a template — either a plain .csv file or a .xlsx (Excel) workbook — and StructureGram creates one entity per row.

Why Use It?

Bring in data you already have. If a client's structure already lives in a spreadsheet, you don't need to retype it by hand.
Create many entities at once. One upload can create dozens of individuals, companies, or other entities in a single import.
Get the format right before you upload. Both templates list the exact columns each entity type accepts, and the Excel template's dropdowns stop invalid values before you ever click Upload.

Note: CSV & Excel import creates entities only — it does not create relationships (director, shareholder, trustee, and so on) between them. Add those afterwards using StructureGram's normal relationship tools. See Creating Relationships.

Which entities you can import

Each entity type has its own file, matched by name:

Entity type	File name
Individuals	`individuals`
Companies	`companies`
Trusts	`trusts`
SMSFs	`smsfs`
Partnerships	`partnerships`
Assets (and liabilities)	`assets`

You don't have to upload all six — only include the ones you need. An asset row with a financialProfile of liability creates a liability rather than an asset.

Some details aren't available through import: nested structures like company share classes, trust unit classes, structured addresses, and an individual's health conditions must still be added through the entity's normal edit screen after import.

CSV vs Excel: which should you use?

Both formats create the same entities — the difference is how easy they make it to enter valid data.

	CSV (`.csv`)	Excel (`.xlsx`)
Opens in	Any spreadsheet app, or a text editor	Excel, or a spreadsheet app that supports `.xlsx`
Selectable fields (e.g. `sex`, `companyType`, `assetType`)	You type the exact value yourself	Dropdown list — click the cell and choose from the allowed values
Catches mistakes	Only after upload, when the row is rejected	Immediately — the cell only accepts values from the dropdown

Use the Excel template whenever you can. For every column with a fixed set of allowed values, the Excel template gives you a genuine in-cell dropdown, so you pick a value instead of remembering (or mistyping) something like discretionary or residential-property. The plain CSV template lists the same columns, but it can't validate what you type — a small typo won't be caught until StructureGram rejects that row during upload.

Downloading a template

On the CSV Import page (Import Hub → CSV Import), each entity type has its own row with two download links — one for .csv, one for .xlsx. Download whichever format you want to use for each entity type you're importing.

The CSV template is just the header row, with the correct column names for that entity type.
The Excel template has the same header row, plus a dropdown on every column that has a fixed set of allowed values.

Filling in the template

One row per entity. Each row becomes one individual, company, trust, SMSF, partnership, or asset.
Leave a cell blank if that field doesn't apply — an empty cell means "not provided," not an empty value.
In the Excel template, use the dropdowns. Click a cell in a selectable column (like sex or companyType) and a dropdown arrow appears — choose a value from the list instead of typing it.
In the CSV template, match the allowed values exactly. Values are case-sensitive, so Active and active are not interchangeable — check which one the column expects.
Numbers: enter plain numbers, with no currency symbols or thousands separators.
Yes/no fields: use true/false, yes/no, or 1/0.
Extra leading or trailing spaces in a cell are trimmed automatically, so a stray space from copy-pasting won't cause a mismatch.

Tip: Don't rename the file, and don't add, remove, or reorder columns. StructureGram matches uploaded files by name (individuals.csv, companies.xlsx, and so on) and checks the header row against the columns it expects for that entity type — an unrecognised column is rejected rather than silently ignored.

Uploading your files

Go to Import Hub → CSV Import.
Drag your filled-in files onto the upload area, or click it to browse. You can upload a mix of CSV and Excel files in the same batch — for example, individuals.xlsx alongside companies.csv.
Each recognised file appears next to its entity type, with its size shown. A file with an unexpected name is flagged so you can rename or replace it.
Click Upload and Review.

Reviewing before you import

After upload, StructureGram parses every row and takes you to a review screen with one tab per entity type. For companies and individuals, it also checks your existing workspace for likely duplicates and suggests Link instead of Create where it finds a strong match. For each row you can choose:

Create — add it as a new entity.
Link (companies and individuals only) — connect the row to an existing entity instead of creating a duplicate.
Skip — leave this row out of the import entirely.

Nothing is created until you click Confirm & Execute. If any rows still need a decision, the button stays disabled until you've made one for every row.

If a file is rejected

If a row fails validation — an unrecognised column, an invalid enum value, a badly formatted number or date — the upload is rejected and nothing is imported, so you never end up with a half-completed batch. The error message names the file, the row, and what was wrong with it, so you can fix that cell and re-upload. This is exactly the kind of mistake the Excel template's dropdowns are designed to prevent before you get this far.

Limits

25MB per file.
500 rows per file — split a larger dataset into multiple uploads if you need more.

Help & Documentation