Each row in your spreadsheet becomes a record, so you don't have to re-enter everything by hand.
Before you start
Your spreadsheet needs columns for at least three things:
Date — when the record occurred
Title — a short name for the record (e.g. "Morning check-in" or "Medication review")
Description — the details or body text
You can include extra columns too, like a separate Time column. Minikai will let you map each one during the import.
Supported file types: CSV (.csv) and Excel (.xlsx)
Step 1: Open the import tool
Within Workspace Admin, Minis page, find the Mini you want to import records into. Click the three-dot menu (⋯) on the right side of their row, then select Import records from spreadsheet.
Step 2: Upload your file
You'll see the import dialog with four steps across the top:
Upload → Mapping → Review → Import.
Drag and drop your file into the upload area, or click to browse your computer.
Once your file appears, you'll see its name and size.
Uploaded the wrong one? Click the ✕ next to the filename to remove it and try again.
Click Next to continue.
Step 3: Map your columns
Minikai reads your spreadsheet and shows each column alongside sample data from the first few rows. This is where you tell it which of your columns maps to which Minikai field.
At the top you'll see the three required fields — Date, Title, and Description — each with a green checkmark once they've been matched. On the right, you can choose the record type for all imported records (for example, Note).
For each column, use the Maps to dropdown to pick the right Minikai field. Minikai will have a go at auto-detecting these based on your column names, but you can adjust them if it hasn't got it quite right.
If a column doesn't map to anything you need, just uncheck it to skip it.
Once all three required fields show green checkmarks, click Next.
Step 4: Review your records
Before anything is imported, you'll see a list of every record that will be created — each showing its title, date and time, and record type. This is your chance to check everything looks right.
If you want to exclude specific records, uncheck them — or use Deselect all to start fresh and pick only the ones you need. The summary at the top updates to show exactly how many records will be imported (for example, "10 of 10 records will be imported").
You can click into any record to preview its full details before confirming.
When you're happy with the selection, click Import.
Step 5: Done
You'll see a confirmation with the number of records successfully imported.
From here you can click Go to timeline to see the records on the Mini's timeline straight away, or click Done to close the dialog and head back to the Minis page.
Tips
Supported file types: CSV (.csv) and Excel (.xlsx)
Check your date format. Minikai recognises common formats like DD/MM/YYYY and YYYY-MM-DD, but it's worth double-checking the sample data in the Mapping step to make sure dates are being read correctly.
Separate date and time columns work fine. If your spreadsheet has date and time in different columns, Minikai can map them individually.
You can always go back. Use the Back button at any step to revisit a previous step without losing your progress.
Large imports may take a moment. If you're bringing in a lot of records, wait for the confirmation screen before navigating away.