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ObituaryMonitorObituaryMonitor
  • Help center

    • Overview
    • Video tutorials
    • Contact support
  • Step-by-Step Tutorials

    • Tutorial: Your Dashboard Explained
    • Tutorial: Creating Your First Watch
    • Tutorial: Reviewing and Confirming Matches
    • Tutorial: Generating PDF Audit Reports
    • Tutorial: Setting Up Notifications
    • Tutorial: Case Management (Professional)
    • Tutorial: Bulk Import & Export (Professional)
    • Tutorial: Team Management (Professional)
    • Tutorial: Custom Branding (Professional)
  • Getting Started

    • What is ObituaryMonitor?
    • Setting Up Your Account
    • Choosing the Right Plan
  • Integrations

    • Integrations Overview
    • Connecting Your Clio Account
    • Importing Clio Matters as Watches
    • How Clio Sync Works
    • Clio Integration Troubleshooting
    • Connecting MyCase
    • Syncing Time Entries
    • Linking Cases to Matters
  • Managing Watches

    • Adding a New Watch
    • Editing a Watch
    • Watch Statuses Explained
    • Why Location Matters
  • Understanding Matches

    • How Matching Works
    • Confidence Scores Explained
    • Confirming vs Dismissing Matches
  • Notifications & Alerts

    • Notification Channels
    • Troubleshooting Email Delivery
    • Setting Up SMS Alerts
  • Account & Billing

    • Upgrading Your Plan
    • Updating Payment Method
    • Canceling Your Subscription
  • Privacy & Security

    • Watch List Privacy
    • Data Protection
  • Cases & Matters

    • Case Management Overview
    • Creating a Case
    • Case Reports & Export
  • Professional Features

    • Activity Logs
    • Bulk Import & Export
    • Team Management
    • Custom Branding
  • Getting Help

    • Support Ticket Types
    • Response Times
  1. Knowledge base
  2. Professional Features
  3. Bulk Import & Export

Professional Features

Bulk Import & Export

Import and export via CSV

Last updated February 25, 2026

Bulk Import & Export

Efficiently manage large watch lists.


Bulk Import

Import page
Import page

Supported Formats

  • CSV (Comma Separated Values)
  • Excel (.xlsx)

Required Columns

  • First Name
  • Last Name

Optional Columns

  • Middle Name, State, City
  • Case Number, Priority
  • Notes

How to Import

  1. Go to Bulk Import/Export
  2. Download the template
  3. Fill in your data
  4. Upload the file
  5. Preview and confirm

Bulk Export

Export options
Export options

Export All Watches

  1. Click "Export Watches"
  2. Choose format
  3. Download file

Export Options

  • Active watches only
  • Include archived
  • Include match history
  • Include case information

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Obituaries

Monitored 24/7

Save watches for free
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Cancel anytime
Get startedWatch a Demo

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