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Import your client list

If you're moving from another system, import your clients from a CSV file instead of adding them one by one.

Import clients

  1. 1

    Go to Clients and click Import clients.

  2. 2

    Click Choose a CSV file and select your file. Don't have one yet? Click Download template, fill it in, and upload it.

  3. 3

    Match each column in your file to a client field. Columns you don't match are ignored.

  4. 4

    Review the preview of the first 10 rows. Invalid rows are skipped.

  5. 5

    Choose what happens when a row has the same email as an existing client: skip it, or update the existing client.

  6. 6

    Start the import.

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