There are two main ways to get your client / customer data imported:
1. CSV Upload
For information about the CSV Import, please visit this article:
CSV Upload
2. API
For the API import the details are available in our API doc here: https://spektr.readme.io/reference/dataimportcontroller_create_v1
1. Create a dataset (the object that contain a collection of client record).
2. Import client records.
For the import you can set any fields/datapoints you would like, we call them workspace fields and they can be created directly in the platform here:
https://platform.spektr.com/platform-settings/fields.
A set of fields are already predefined and used for the core information like first_name, last_name, or company_name.
Using these helps spektr displaying the main info in the right places.
Another important note:
You can pass a reference to spektr and use it to query back your client records saved in spektr. See endpoint here.
You can set you own spektr API keys here: https://platform.spektr.com/settings/developer.