Max Self Employment Hub

Import participants

Upload a Power BI export (.xlsx or .csv) to create or update participants. Matching participants are updated in place — funding, evidence, business progress and other CRM-only data are never overwritten.

  1. 1Upload→
  2. 2Map columns→
  3. 3Preview & validate→
  4. 4Summary

Drag and drop a .xlsx or .csv file exported from Power BI, or

Connect to Power BI

Direct API integration — imports participant data automatically without a file export.