Your next customer portal
Move your customer list from SuiteDash to PORTALD
If your next step is a portal for customer forms, files and signatures, bring your customer details with you. Export a CSV, match the columns and check every customer before importing.
14 days free. No card needed. Solo is £25 + VAT/month, only if you subscribe. Imports count towards your plan’s customer limit.
Already use PORTALD? Open the CSV importerYou check it before it becomes a customer record.
Example Studio, Ltd
Alex Morgan + Sam Patel
2 contacts, one customer
Jamie Taylor
jamie@example.org
1 contact, one customer
No invitation is sent during the import.
Made-up customer details. Your own preview flags duplicates and invalid rows.
A customer list you can bring with you
Start a PORTALD trial, then open Customers → Import CSV. Keep your SuiteDash export until you have checked the imported records.
Step 1
Export from SuiteDash
Open CRM → Contacts or Companies. Select the records and fields you want, then use Export to download a CSV. Include company names, contact names, emails and any phone numbers you need.
Step 2
Match and review
Choose the file in PORTALD and match its headings to the fields. Preview grouped customers, primary contacts and warnings. A Role column lets you keep only rows marked Client.
Step 3
Import, then invite
Select the customers you have checked and confirm the import. Open their records to review contacts. Send portal invitations separately when your new portal is ready.
SuiteDash exports can have different headings and selected fields. PORTALD suggests common matches and lets you change them. Read SuiteDash’s export instructions.
Download a sample of the supported CSV fieldsWhat the import brings across
- Customer or company names
- One customer record per name; contacts with the same company name stay together.
- Contact names and emails
- Use full names or separate first and last names. Emails are checked before import.
- Phone numbers and primary contact
- Bring optional phone numbers and choose SuiteDash’s primary-contact column.
Rows without an email can create a customer record without contact details. Existing customers, archived records and shared contact emails are flagged for review. Existing records are never overwritten.
What you will set up separately
- Files and attachments
- Messages and past activity
- Passwords and existing portal logins
- Invoices, subscriptions and payment details
- Forms, workflows, custom fields and automation rules
This is a customer-list migration. PORTALD does not reproduce every SuiteDash feature. Check that PORTALD’s forms, files, checklists and signatures cover your next workflow before switching.
Explore PORTALD’s featuresQuestions before you move
Can I import my whole account?
The CSV importer brings customer names and contact details. Files, messages, passwords, invoices, templates and workflows need separate handling.
Will customers receive an email straight away?
No. Importing creates records only. Review your portal and send invitations from the customer records when you are ready.
What happens if I import the same file twice?
The preview checks customer names and contact emails against your existing records, including archived customers. Matching records are flagged and cannot be selected. Nothing is overwritten.
What are the import limits?
Use a UTF-8 CSV with a header row, up to 500 data rows, 64 columns and 1 MB. Import up to 100 customers per run. Contacts sharing a company name are grouped into one customer. Your plan’s customer limit still applies.
Try your next portal with a few customers first
Set up your logo, a form and a file request. Import a small selection and see whether PORTALD fits the way you work.
Start your 14-day free trial14 days free. No card needed.
PORTALD is independent of SuiteDash and is not affiliated with or endorsed by SuiteDash. SuiteDash’s name is used to identify the source of your exported customer details.