Migrating In

Importing your clients

Moving from another platform? Don't leave your client list behind. Import everyone in a couple of minutes with a simple CSV.

Import in 4 steps

1

Export a CSV from your old tool

In Aryeo, HD Photo Hub, or any CRM, export your contacts/clients to a CSV file. Most tools have this under Contacts → Export.

2

Open the importer

In KyoriaOS go to Dashboard → Customers → Import.

3

Upload the file

Drop in the CSV. KyoriaOS automatically recognizes common columns (name, email, phone, brokerage) from Aryeo, HD Photo Hub, and generic exports.

4

Review and import

It shows how many contacts it found, skips duplicates by email, and adds the rest to your customer list. You'll get a confirmation email when it's done.

What gets imported

  • 👤 Client / agent name
  • ✉️ Email (used to match and de-duplicate)
  • 📞 Phone
  • 🏢 Brokerage / company
  • 📝 Notes (e.g. license number, if present)

Don't have a CSV? Download the template from inside the import window and fill it in. Up to 500 contacts per import.

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