How to bring old registers and Excel sheets into Kyrra

To bring old records into Kyrra, the owner sends the files in the Kyrra chat: Excel or CSV sheets, a zip of them, or clear photos of paper register pages. Kyrra reads them, tells you in plain words what it found, asks where each belongs, and then brings the rows in. Sending the same file again doesn’t create copies. Or we do all of this for you during the first visit.

What can Kyrra read?

You have	What to send
Excel sheets (.xlsx or old .xls)	The file itself. Every sheet in it is read.
CSV files	The file itself
Many files	A zip, or send them one after another
Paper registers or job cards	Clear photos of each page
PDFs, like lab reports or bills	The PDF
Other software (billing, clinic or accounts)	Its export as Excel or CSV

If your software can export to Excel or CSV, that export is the way in.

How does bringing records in work?

1. Send the files. In the owner’s Kyrra chat. Only the owner brings records in.
2. Kyrra reads them. It finds the real header row even under title lines, works out what each file holds (customers, orders, patients, payments) and how many rows, and lists any rows it couldn’t read, with why.
3. It tells you what it found. In plain words, like “1,240 customers and 3 years of orders”. Nothing is saved yet.
4. It matches the people. If a column says who handled a row, Kyrra matches those names to your team, asking one at a time when unsure.
5. It proposes where each file goes. Into your business’s lists, making a new list first if one is missing, once you agree.
6. It brings the rows in. A routine load of new records is saved at once. Anything that looks risky, like overwriting existing records, waits for your Approve on a short summary.
7. It reports back. Rows that couldn’t be brought in, like a payment for a name that isn’t there, are listed with the reason. The rest are in.

A load is all or nothing: if it stops partway, nothing from it is saved, and trying again brings it in whole.

How do I bring in paper registers?

Photograph the pages in good light, one page per photo, flat and straight. Send them all at once. For a big batch, Kyrra waits until you stop, tells you how many it got, and works through them. When handwriting is unclear, it asks rather than guessing a name or a number. Expect a few questions; that is how a smudged “7” doesn’t become a “1”.

What about duplicates and messy sheets?

• The same file twice doesn’t create copies. Rows are recognised by the sheet’s own number for each row, like an order number or a patient ID.
• Keep your ID column. A sheet without one is matched by its contents, so a row you edited in the sheet comes in again as a new row.
• Families share phones. Kyrra never decides two customers or patients are the same person from a phone number alone.
• Customers already in Kyrra only get their blank details filled. Nothing they already have is overwritten.

Who can bring records in?

The owner, from their own chat. What Kyrra brings in becomes your business’s records, kept with who brought them in and when.

Do I have to bring everything in?

No. Many businesses start from today and bring old records in only when they need them: the list of dues for following up customer payments, or tomorrow’s appointments for booking on chat. See also Kyrra vs Excel and Google Sheets, how Kyrra works and what Kyrra is.