How do I import clients from a CSV?

Updated 8 Sep 2026

On Clients, click Import. Upload a CSV. Map First name and Email or Phone. Preview. Import.

1. Click Clients. Click Import.
2. Optional: click Download template and fill that file.
3. Drag a CSV in, or click to choose. CSV only. Max 5 MB (about 5000 rows).
4. On the map step, match your columns. First name must be mapped. Email or Phone must be mapped (one is enough).
5. Click Continue. Check the preview.
6. If a client already exists (same email, then same phone): pick Skip duplicates (leave them untouched) or Fill in blanks (add missing details only, never overwrite).
7. Click Import {n} rows.
8. Valid rows import. Problem rows are listed. You can Download error report.

Imported clients start as Prospect. City values that match a suggestion are stored as that place. Others stay as you typed them.