> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.klarity.coach/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Import a client's history

Were you already coaching this client before Klarity? Import their reports, notes and follow-up journals to start their smart memory with their real history, rather than beginning from a blank page.

# Understanding history import

Klarity analyzes the documents you upload and integrates them into the client's memory, so it can offer you relevant briefings from your very next session. The text is extracted directly in your browser, then sent for processing. Accepted files are **PDF, DOCX, MD and TXT** (up to 10 files, 10 MB per file, 50 MB total).

| This import concerns **a single client**. To bring over your whole directory at once, use **Import clients** from the **My clients** list instead.

# Steps

1. On the client's record, click **Import history**. The wizard opens on the **Files** step.
2. **Drag and drop your files** (session reports, notes taken during or after, follow-up journals, transcripts…) or click to browse. The text is extracted in your browser.
   
3. Go to the **Review** step to check the detected documents, then start the **Import** step. Processing happens **in the background**: you can close the window, the import keeps going, and the progress updates automatically.
   
4. Tick **Notify me when the import is done** if you want to be alerted: you'll get an **in-app notification**, and an **email only if the import takes over 5 minutes**.

# After the import

Sessions created from the history carry the **Pre-Klarity history** badge in the **Sessions** tab, to distinguish them from sessions captured in Klarity. The imported content immediately enriches the client's briefing and Memory Chat.

|| Your documents are stored in France and are never used to train AI models. You can delete an import at any time from the client record.

| 💡 **Tip:** import the history when you move an existing client over to Klarity — the memory is useful right away, without waiting for several sessions.

# Related articles
- The client memory
- The client record in detail