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Clients

Import clients from CSV

Use the built-in CSV template to create clients and primary contacts in bulk.

The client import tool creates one client and one primary contact from each row in the CSV file.

Steps

  1. Go to Clients.
  2. Click Import clients.
  3. Click Download CSV template.
  4. Open the template and add your clients without changing the headings.
  5. Upload the completed CSV file.
  6. Click Import clients.

Required columns

The CSV headings must stay exactly the same:

  • client_name
  • client_email
  • client_phone
  • notes
  • contact_name
  • contact_email
  • contact_phone

Required fields

Each row must include a client name, contact name, and contact email. Client email, client phone, notes, and contact phone are optional.

What happens next

Each imported client is created as active. Each imported contact is created as the primary contact and is allowed to receive document requests.

Troubleshooting

If the upload fails, download a fresh template and make sure the headings were not renamed, reordered, or removed.