Bring a client list from a spreadsheet into Oris Work, with a duplicate check and a list of skipped rows.
The importer reads a CSV or Excel (.xlsx) client list and creates a client record and a contact for each row. It understands CA-style lists (Name, Group, GST No., Contact No, Email ID) and plain name and email lists. GSTIN, PAN, entity type and contact details are picked up automatically when the columns exist. PAN is stored encrypted. Any column it does not recognise is ignored, and passwords in a sheet are never read.
Every row is checked against your whole workspace and against earlier rows of the same file. A row is treated as a duplicate when it matches an existing record on PAN, GSTIN, name plus email, name plus phone, or client name. By default duplicate rows are skipped and listed, never merged and never silently created. Tick 'Import duplicates anyway' to create them as new records; those rows are counted as 'imported anyway' so you can review them later with Find duplicates.
Adding a Client
Create a client record by hand, and what happens when Oris Work thinks it already exists.
Merging Duplicate Records
Find likely duplicate contacts and clients, and merge them into one record without losing history.
"This may already exist" Duplicate Warnings
What the duplicate warning means when creating a client or contact, and when to click Create anyway.
Data Encryption and PAN Handling
What Oris Work stores encrypted, how PAN is protected, and what never leaves in an export.