Reference
CSV files
Columns accepted by the importer. Money is whole currency units, probability is a percentage, dates are YYYY-MM-DD.
Clients
client_name,domain,account_manager,last_confirmed_dateMandates
mandate_id,client_domain,role_title,location,agreed_fee,stage,placement_probability,fee_trigger,expected_trigger_date,payment_terms_days,candidate_record,listing_url,listing_seen_dateFinance
Two columns, key,value, one row per key:
agency_name
currency
cash_date
horizon_start
horizon_end
opening_cash
collectible_receivables
recruiter_pay
other_expensesUpdates (optional)
mandate_id,update_date,source,text